Treasury Solutions Sales Officer - NYC, NY at Valley Bank

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jan, 26

Salary

0.0

Posted On

21 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consultative Selling, Client Management, Account Analysis, Proposal Generation, Client Satisfaction, Sales Reporting, Communication Skills, Excel Proficiency, PowerPoint Proficiency, Sales Abilities, Cash Management, Banking Knowledge, Service Agreements, Implementation Management, Follow-up Skills, Team Collaboration

Industry

Banking

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. * 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. 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.

Responsibilities

The Treasury Solutions Sales Officer is responsible for using consultative selling techniques to identify client needs and propose suitable cash management solutions. They will also manage client satisfaction and support sales efforts within both Retail and Commercial Banking sectors.