Treasury Solutions Officer PA/Marlton NJ

Valley Bank • Evesham Township, NJ

2h • Hybrid

About The Position

The Treasury Solutions Officer will serve as a trusted advisor to business clients, Homeowners Associations, and Property Management Companies, delivering a tailored suite of services. This role requires the ability to assess client needs, possess strong advisory skills, and identify solutions to meet those needs. The officer will partner closely with client-facing teammates to consult on sales opportunities and provide product expertise. A key aspect of the role is ensuring client satisfaction by understanding their needs and acting as their advocate within the bank. The position also involves managing client satisfaction with Cash Management/Treasury Solutions products and services, assisting management in developing new products and services, and utilizing consultative selling techniques. The officer will analyze account activity, generate proposals, present them to clients, and close sales. They will also manage the implementation process with Operations and support the Retail and Commercial Banks in analyzing deposit relationships. Significant travel is expected, with approximately 75% of the time spent visiting clients and/or prospects. The role also includes attending various meetings, conferences, and industry events, and becoming an active member in relevant organizations.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

What This Job Offers

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