Valley Bank is hiring a Treasury Solutions Officer III to act as a trusted advisor, delivering customized cash management and treasury solutions to business clients, Homeowners Associations, and Property Management Companies. In this consultative role, you will partner with internal teams to identify and close opportunities while ensuring high client satisfaction.

What You'll Do

Work as a trusted advisor with business clients, Homeowners Associations, and Property Management Companies to deliver a tailored suite of services.
Assess client needs, use strong advisory skills, and identify solutions to meet those needs.
Partner closely with client-facing teammates to consult on sales opportunities and provide product expertise.
Ensure client satisfaction by understanding client needs and advocating for them within the bank.
Manage overall client satisfaction regarding Cash Management/Treasury Solutions products and services.
Assist management in the development of new products, services, marketing materials, and sales objectives.
Use Consultative Selling techniques with clients and prospects to determine suitable product sets.
Analyze account activity and balances for proposals, generate proposals, present to clients, and close sales.
Obtain required service agreements for requested product sets and account documentation.
Manage the implementation process alongside Cash Management/Treasury Solutions Operations.
Support the Retail Bank's efforts in analyzing deposit relationships with existing and prospective clients.
Travel to visit clients and/or prospects 75% of the time.
Attend assigned District Sales Manager meetings at least monthly and follow up on all sales calls.
Work with Territory Sales Managers, District Sales Managers, and Commercial Lenders to identify cash management opportunities.
Support the Commercial Bank's efforts in analyzing deposit relationships with existing and prospective clients.
Attend assigned Commercial Bank Team's monthly meetings and follow up on all sales calls.
Work with Relationship Managers to identify cash management opportunities.
Be responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories.
Attend various conferences, conventions, educational, and networking events.
Become an active member in CAI or similar HOA/PMC Organizations.
Assist in the development of new cash management/treasury solutions product sets and enhancements to existing product sets.
Act or 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.

Team & Environment

You will partner closely with client-facing teammates, Territory Sales Managers, District Sales Managers, Commercial Lenders, and Relationship Managers.