What are the responsibilities and job description for the Treasury Solutions Officer position at Valley Bank?
Responsibilities Include But Are Not Limited To
Required Skills
- 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.
- 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.
- Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
- Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
- 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 75% 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 Bank Team's monthly meetings.
- Follow-up on all Sales calls.
- Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
- 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.
- Assist the efforts in the development of new cash management/treasury solutions product set and enhancements to existing product sets.
- Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.
- 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.
- Superior 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.
- High School diploma or GED and a minimum of 7 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 7 years' experience in Treasury Solutions Sales preferred.
- AAFP certification preferred.