Valley National Bank Job - 40093420 | CareerArc
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Company: Valley National Bank
Location: Wayne, NJ
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services


The Treasury Solutions Officer will be responsible for sales, marketing, and successful implementation of cash management services to the commercial client base and prospective clients.   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.

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