Treasury Solutions Officer I

Job Title

Responsibilities include but are not limited to:

• 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.

Required Skills:

• 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.

Required Experience:

• High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience.
• Valid Driver's License.
• Bachelor's Degree preferred.
• General banking knowledge preferred.
• AAFP certification preferred.

Valley National Bancorp