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Treasury Sales Officer
Valley Bank West Palm Beach, FL
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$67k-83k (estimate)
Full Time Just Posted
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Valley Bank is Hiring a Treasury Sales Officer Near West Palm Beach, FL

Why You Should Consider This Opportunity:

  • You're excited to build relationships with Relationship Managers, Internal Partners and Clients, and be a true partner within the organization.
  • You want flexibility on how your day is structured
  • You like working with clients in the middle market space (25 million - 2 billion in size)

Responsibilities include but are not limited to:

  • Work as a trusted advisor with all business clients 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.
  • Analyze account activity and balances for proposals, generate proposals, present to business clients 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.
  • Partner with our Treasury Implementation Partners to manage the onboarding experience.
  • Traveling: visiting clients and/or prospects as needed
  • Work with Relationship Managers to identify cash management/treasury solutions opportunities with both existing client base and prospect client base.
  • Follow-up on all Sales calls.
  • May attend various conferences, conventions, educational and networking events.

Required Skills:

  • 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 (Fraud Prevention, Lockbox, etc).
  • 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.

Job Summary

JOB TYPE

Full Time

SALARY

$67k-83k (estimate)

POST DATE

05/29/2024

EXPIRATION DATE

06/11/2024

HEADQUARTERS

ROANOKE, VA

SIZE

100 - 200

FOUNDED

2018

CEO

YVETTE KAHN-EWERS

REVENUE

<$5M

INDUSTRY

Commercial Real Estate Brokerage & Management

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The following is the career advancement route for Treasury Sales Officer positions, which can be used as a reference in future career path planning. As a Treasury Sales Officer, it can be promoted into senior positions as a Treasury Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Treasury Sales Officer. You can explore the career advancement for a Treasury Sales Officer below and select your interested title to get hiring information.