Treasury Solutions Officer I

Valley Bank • City of White Plains, NY

2h

About The Position

This role involves utilizing consultative selling techniques to understand client and prospect requirements and determine the best product sets and features. The position requires analyzing account activity and balances to generate proposals, present them to clients, and close sales. It also includes managing the implementation process with Cash Management/Treasury Solutions Operations and ensuring overall client satisfaction with Cash Management/Treasury Solutions products and services. The role supports both Retail and Commercial Banks in analyzing deposit relationships and identifying cash management/treasury solutions opportunities. Responsibilities include attending sales meetings, following up on sales calls, and managing defined sales districts and territories. Additionally, the role requires creating monthly sales reports detailing pipeline activities, new products sold, and lost business.

Requirements

• Good verbal and written communication skills.
• Must have the skill to review and analyze bank statements and apply the results to specific product sets.
• Proficient knowledge of Excel - PowerPoint for proposal generation.
• Superior sales and service abilities.
• High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience.
• Valid Driver's License.

Nice To Haves

• Bachelor's Degree preferred.
• General banking knowledge preferred.
• AAFP certification preferred.

Responsibilities

• Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
• Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process along with Cash Management/Treasury Solutions Operations.
• Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
• Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
• 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.
• Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
• Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED