Job Description

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.
• Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
• 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.

Qualifications

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.

Job Overview

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Treasury Solutions Officer II is responsible for sales, marketing, and successful implementation of cash management/treasury solutions services, deposit acquisition and revenue generation within the bank's footprint covering New York, New Jersey, Florida - Alabama to the commercial/municipal, HOA, Property Management client base and prospective clients.

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.