Treasury Solutions Sales Officer - Valley National Bank
Coral Gables, FL 33134
About the Job
Responsibilities include but are not limited to:
* 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.
Required Skills:
* 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.
Required Experience:
* High School diploma or GED and a minimum of 7 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 7 years' experience in Treasury Solutions Sales preferred.
* AAFP certification preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
* 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.
Required Skills:
* 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.
Required Experience:
* High School diploma or GED and a minimum of 7 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 7 years' experience in Treasury Solutions Sales preferred.
* AAFP certification preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Source : Valley National Bank