Treasury Solutions Officer I

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. Requirements 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. Full-time/Part-time Full-time FLSA Exempt Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Pay Range $85,200.00 - $147,200.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined Employee Polygraph Protection Act Right to Work/E-Verify Family and Medical Leave Act Employer Privacy Policy Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic. If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at View phone number on click.appcast.io, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response. EEO is the Law ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service #J-18808-Ljbffr RadNet, Inc.