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Treasury Solutions Officer - New Jersey

Company: Valley National Bancorp
Location: Wayne
Posted on: June 12, 2021

Job Description:

The Treasury Solutions Officer II is responsible for sales, marketing, and successful implementation of cash management/treasury solutions services, deposit acquisition and revenue generation within the bank's footprint covering New York, New Jersey, Florida & Alabama to the commercial/municipal, HOA, Property Management client base and prospective clients.

Responsibilities include but are not limited to:

  • Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
  • Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
  • Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
  • Network in the related field to aquire new customers and make introductions to lending teams.
  • Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
  • Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
  • Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
  • Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
  • Determine what product sets and features best suit the client/prospect requirements using consultative selling techniques.
  • Obtain the required service agreements for requested product sets and account documentation.
  • Manage the implementation process along with Cash Management/Treasury Solutions Operations.
  • Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
  • Traveling: visiting clients and/or prospects 60% of the time
  • Attend assigned District Sales Manager meetings on at least a monthly basis.
  • Follow-up on all Sales calls.
  • Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
  • Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
  • Attend assigned Commercial Lending Bank Team's monthly meetings.
  • Follow-up on all Sales calls.
  • Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base
  • Maintain up-to-date knowledge of competitor's products and pricing in the market.
  • Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
  • Attend various conferences, conventions, educational and networking events.
  • Become an active member in CAI or similar HOA/PMC Organizations.
  • Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

Required Skills:

  • Must have the skill to review and analyze bank statements and apply the results to specific product sets.
  • Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
  • Proficient knowledge of Excel & PowerPoint for proposal generation.
  • Broad and deep familiarity with US treasury management products, services and trends.
  • Sales and service abilities; Ability to assess client needs and provide solutions.
  • Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.

Required Experience:

  • High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
  • Valid Driver's License.
  • Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.
  • AAFP certification preferred.

Keywords: Valley National Bancorp, Wayne , Treasury Solutions Officer - New Jersey, Other , Wayne, New Jersey

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