Treasury Solutions Sales Officer I - NYC, NY - Valley National Bank
New York, NY 10017
About the Job
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.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
* 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.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Source : Valley National Bank