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Treasury Solutions Sales Officer - NYC, NY at Valley Bank
New York, New York, United States - Full Time
Skills Needed
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
Specialization
Candidates must have a minimum of two years of cash management or related sales experience, along with good communication skills and proficiency in Excel and PowerPoint. A high school diploma is required, while a bachelor's degree and banking knowledge are preferred.
Experience Required
Minimum 2 year(s)
Corp. Bnkg. Relationship Manager - Tampa, FL at Valley Bank
Tampa, Florida, United States - Full Time
Skills Needed
Interpersonal Skills, Presentation Skills, Written Communication, Verbal Communication, Business Development, Credit Underwriting, Loan Documentation, Analytical Skills, Time Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, Ncino, Decision Making, Relationship Management
Specialization
Candidates must have a minimum of 7 years of related lending and/or credit experience, along with a high school diploma. A bachelor's degree in Finance, Accounting, or a related field is preferred.
Experience Required
Minimum 5 year(s)
Sr. Credit Analyst at Choice Bank
Fargo, North Dakota, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Cash Flow Analysis, Collateral Analysis, Risk Rating, Loan Structuring, Mentoring, Communication Skills, Analytical Skills, Microsoft Office Suite, Problem Solving, Customer Interaction, Regulatory Compliance, Data Analysis, Loan Products Knowledge, Team Collaboration
Specialization
Candidates must have a bachelor's degree in Accounting, Finance, or a related field and at least 5 years of experience as a Commercial or Agricultural Credit Analyst. Proficiency in Microsoft Office and strong analytical and communication skills are also required.
Experience Required
Minimum 5 year(s)
Dudley Ventures Chief Financial Officer at Valley Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Financial Acumen, Business Planning, Budgeting, P&L Management, Governance, Compliance, Negotiation, Analytical Skills, Accounting Systems, Communication, Recruiting, Training, Cost Control, Tax Strategy, Leadership, Adaptability
Specialization
Candidates must have a Bachelor's Degree in Accounting and at least 10 years of finance-related experience, including a CPA certification. Experience in both large public companies and smaller firms is required, along with strong analytical and leadership skills.
Experience Required
Minimum 10 year(s)
Trust Operations Manager at Umpqua Bank
Denver, Colorado, USA - Full Time
Skills Needed
Bank Secrecy Act, Productivity, Regulatory Requirements, Customer Requirements, Adjustments, Corporate Actions, Training, Risk Assessment, Tax Forms, Internet Access, Reporting, Compliance Regulations, Filing, Timelines, Interview, Features, Maintenance, Wire Transfers
Qualification
BA
Experience Required
Minimum 8 year(s)
Compliance Analyst - Testing at Celtic Bank
Salt Lake City, UT 84111, USA - Full Time
Skills Needed
Eligibility, Mobility, Phones, Office Equipment
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Audit Supervisor - CAS Compliance at ING BANK NV
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 7 year(s)
CRE Sales Assistant - Morristown, NJ at Valley Bank
Morristown, New Jersey, United States - Full Time
Skills Needed
Proficiency In Banking Systems, Understanding Of Compliance Protocols, Customer Service, Organizational Skills, Data Input, Time Management, Multitasking, Team Collaboration, Problem Solving Mindset, Interpersonal Skills, Written Communication, Verbal Communication
Specialization
Candidates must have a High School Diploma or GED and up to 3 years of related experience in a loan/credit environment. Proficiency in banking systems and understanding of compliance protocols are essential.
Experience Required
Minimum 2 year(s)
Staff Auditor at Thread Bank
Nashville, Tennessee, United States - Full Time
Skills Needed
Auditing, Financial Reporting, Compliance, Data Analysis, Project Management, Process Improvement, Communication, Documentation, Risk Assessment, Regulatory Compliance, Internal Controls, Investigative Skills, Report Writing, Team Collaboration, Microsoft Office, Banking Knowledge
Specialization
Candidates should have a minimum of 1-2 years of banking or financial service-related experience, with a preference for those with financial reporting or bank compliance experience. A bachelor's degree in a relevant field and proficiency in Microsoft Office are also required.
Cash Management Officer III at Choice Bank
Golden Valley, Minnesota, United States - Full Time
Skills Needed
Cash Management, Sales, Client Retention, Risk Management, Investment Strategies, Project Management, Networking, Customer Support, Relationship Management, Technical Expertise, Crm, Compliance, Industry Trends, Cash Flow Forecasting, Underwriting, Team Collaboration
Specialization
Candidates should have a minimum of 8 to 10 years of relevant experience and a bachelor's degree in finance, accounting, or a related field. Expertise in cash flow forecasting, risk management, and investment strategies is essential, along with strong leadership and project management skills.
Experience Required
Minimum 10 year(s)
Sales Assistant (Hebrew Speaker) at Valley Bank
New York, New York, United States - Full Time
Skills Needed
Proficiency In Banking Systems, Understanding Of Compliance Protocols, Customer Service, Organizational Skills, Data Input, Time Management, Multitasking, Team Collaboration, Problem Solving Mindset, Interpersonal Skills, Written Communication, Verbal Communication
Specialization
Candidates must have a High School Diploma or GED and up to 3 years of related experience in a loan/credit environment. Proficiency in banking systems and understanding of compliance protocols are essential.
Experience Required
Minimum 2 year(s)
Financial Reporting Accountant at Allica Bank
London, England, United Kingdom - Full Time
Skills Needed
Fintech, Financial Statements, Automation
Qualification
Graduate
HL Loan Officer, Jr at Umpqua Bank
Salem, Oregon, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
IT Lead WB Tech/FM>/Competitive Pricing at ING BANK NV
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Analyst, Liquidity Risk Management, Nordea Asset Management at Nordea Bank
, , - Full Time
Skills Needed
Detail Oriented, Analytical, Financial Markets, Securities Trading, Relationship Building, Team Player, Finance, Economics, Mathematics, Sql, Data Analysis, Vba, Python, English Communication, Msci Risk Manager, Liquidity Risk
Specialization
A degree in finance, economics, mathematics or similar is required, along with a strong interest in financial markets. Basic knowledge of SQL and familiarity with data analysis tools are also important.
DV Accounting Clerk at Valley Bank
Morristown, New Jersey, United States - Full Time
Skills Needed
Microsoft Office, Verbal Communication, Written Communication, Attention To Detail, Team Player, Positive Attitude, Adobe Acrobat, Automated Accounting Systems
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in accounts payable and general ledger. Proficiency in Microsoft Office and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
ABL Business Development Officer - Chicago, IL at Valley Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Financial Skills, Credit Skills, Analytical Skills, Strategic Thinking, Interpersonal Skills, Negotiation Skills, Business Concepts, Legal Concepts, Communication Skills, Self Starter, Team Player, Presentation Skills
Specialization
Candidates must possess strong financial, credit, and analytical skills, along with a bachelor's degree and significant experience in asset-based financing. A strategic mindset and excellent interpersonal skills are essential for success in this role.
Experience Required
Minimum 10 year(s)
Customer Service Associate - Float at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Detail Oriented, People Skills, Basic Computer Skills, Outgoing Personality, Professional Appearance, Cash Handling
Specialization
A high school diploma or equivalent is required along with excellent customer service skills and basic computer skills. Cash handling experience is strongly preferred, and banking experience is a plus but not required as training will be provided.
Personal Assistant at ING BANK NV
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Commercial Loan Operations Specialist (CLO) at Choice Bank
Grand Forks, North Dakota, United States - Full Time
Skills Needed
Loan Documentation, Loan Processing, Customer Service, Teamwork, Communication, Problem Solving, Analytical Thinking, Attention To Detail, Organizational Skills, Initiative, Confidentiality, Adaptability, Microsoft Office, Loan Operating Systems, Interpersonal Skills, Project Management
Specialization
A high school diploma or GED is required, along with one to two years of financial or banking experience preferred. Knowledge of loan operating systems and the ability to work under supervision are also necessary.
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

No

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.
Treasury Solutions Sales Officer - NYC, NY at Valley Bank
New York, New York, United States - Full Time
Skills Needed
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
Specialization
Candidates must have a minimum of two years of cash management or related sales experience, along with good communication skills and proficiency in Excel and PowerPoint. A high school diploma is required, while a bachelor's degree and banking knowledge are preferred.
Experience Required
Minimum 2 year(s)
Corp. Bnkg. Relationship Manager - Tampa, FL at Valley Bank
Tampa, Florida, United States - Full Time
Skills Needed
Interpersonal Skills, Presentation Skills, Written Communication, Verbal Communication, Business Development, Credit Underwriting, Loan Documentation, Analytical Skills, Time Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, Ncino, Decision Making, Relationship Management
Specialization
Candidates must have a minimum of 7 years of related lending and/or credit experience, along with a high school diploma. A bachelor's degree in Finance, Accounting, or a related field is preferred.
Experience Required
Minimum 5 year(s)
Sr. Credit Analyst at Choice Bank
Fargo, North Dakota, United States - Full Time
Skills Needed
Credit Analysis, Financial Statement Analysis, Cash Flow Analysis, Collateral Analysis, Risk Rating, Loan Structuring, Mentoring, Communication Skills, Analytical Skills, Microsoft Office Suite, Problem Solving, Customer Interaction, Regulatory Compliance, Data Analysis, Loan Products Knowledge, Team Collaboration
Specialization
Candidates must have a bachelor's degree in Accounting, Finance, or a related field and at least 5 years of experience as a Commercial or Agricultural Credit Analyst. Proficiency in Microsoft Office and strong analytical and communication skills are also required.
Experience Required
Minimum 5 year(s)
Dudley Ventures Chief Financial Officer at Valley Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Financial Acumen, Business Planning, Budgeting, P&L Management, Governance, Compliance, Negotiation, Analytical Skills, Accounting Systems, Communication, Recruiting, Training, Cost Control, Tax Strategy, Leadership, Adaptability
Specialization
Candidates must have a Bachelor's Degree in Accounting and at least 10 years of finance-related experience, including a CPA certification. Experience in both large public companies and smaller firms is required, along with strong analytical and leadership skills.
Experience Required
Minimum 10 year(s)
Trust Operations Manager at Umpqua Bank
Denver, Colorado, USA - Full Time
Skills Needed
Bank Secrecy Act, Productivity, Regulatory Requirements, Customer Requirements, Adjustments, Corporate Actions, Training, Risk Assessment, Tax Forms, Internet Access, Reporting, Compliance Regulations, Filing, Timelines, Interview, Features, Maintenance, Wire Transfers
Qualification
BA
Experience Required
Minimum 8 year(s)
Compliance Analyst - Testing at Celtic Bank
Salt Lake City, UT 84111, USA - Full Time
Skills Needed
Eligibility, Mobility, Phones, Office Equipment
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Audit Supervisor - CAS Compliance at ING BANK NV
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 7 year(s)
CRE Sales Assistant - Morristown, NJ at Valley Bank
Morristown, New Jersey, United States - Full Time
Skills Needed
Proficiency In Banking Systems, Understanding Of Compliance Protocols, Customer Service, Organizational Skills, Data Input, Time Management, Multitasking, Team Collaboration, Problem Solving Mindset, Interpersonal Skills, Written Communication, Verbal Communication
Specialization
Candidates must have a High School Diploma or GED and up to 3 years of related experience in a loan/credit environment. Proficiency in banking systems and understanding of compliance protocols are essential.
Experience Required
Minimum 2 year(s)
Staff Auditor at Thread Bank
Nashville, Tennessee, United States - Full Time
Skills Needed
Auditing, Financial Reporting, Compliance, Data Analysis, Project Management, Process Improvement, Communication, Documentation, Risk Assessment, Regulatory Compliance, Internal Controls, Investigative Skills, Report Writing, Team Collaboration, Microsoft Office, Banking Knowledge
Specialization
Candidates should have a minimum of 1-2 years of banking or financial service-related experience, with a preference for those with financial reporting or bank compliance experience. A bachelor's degree in a relevant field and proficiency in Microsoft Office are also required.
Cash Management Officer III at Choice Bank
Golden Valley, Minnesota, United States - Full Time
Skills Needed
Cash Management, Sales, Client Retention, Risk Management, Investment Strategies, Project Management, Networking, Customer Support, Relationship Management, Technical Expertise, Crm, Compliance, Industry Trends, Cash Flow Forecasting, Underwriting, Team Collaboration
Specialization
Candidates should have a minimum of 8 to 10 years of relevant experience and a bachelor's degree in finance, accounting, or a related field. Expertise in cash flow forecasting, risk management, and investment strategies is essential, along with strong leadership and project management skills.
Experience Required
Minimum 10 year(s)
Sales Assistant (Hebrew Speaker) at Valley Bank
New York, New York, United States - Full Time
Skills Needed
Proficiency In Banking Systems, Understanding Of Compliance Protocols, Customer Service, Organizational Skills, Data Input, Time Management, Multitasking, Team Collaboration, Problem Solving Mindset, Interpersonal Skills, Written Communication, Verbal Communication
Specialization
Candidates must have a High School Diploma or GED and up to 3 years of related experience in a loan/credit environment. Proficiency in banking systems and understanding of compliance protocols are essential.
Experience Required
Minimum 2 year(s)
Financial Reporting Accountant at Allica Bank
London, England, United Kingdom - Full Time
Skills Needed
Fintech, Financial Statements, Automation
Qualification
Graduate
HL Loan Officer, Jr at Umpqua Bank
Salem, Oregon, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
IT Lead WB Tech/FM>/Competitive Pricing at ING BANK NV
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Analyst, Liquidity Risk Management, Nordea Asset Management at Nordea Bank
, , - Full Time
Skills Needed
Detail Oriented, Analytical, Financial Markets, Securities Trading, Relationship Building, Team Player, Finance, Economics, Mathematics, Sql, Data Analysis, Vba, Python, English Communication, Msci Risk Manager, Liquidity Risk
Specialization
A degree in finance, economics, mathematics or similar is required, along with a strong interest in financial markets. Basic knowledge of SQL and familiarity with data analysis tools are also important.
DV Accounting Clerk at Valley Bank
Morristown, New Jersey, United States - Full Time
Skills Needed
Microsoft Office, Verbal Communication, Written Communication, Attention To Detail, Team Player, Positive Attitude, Adobe Acrobat, Automated Accounting Systems
Specialization
Candidates must have a high school diploma or GED and at least 2 years of experience in accounts payable and general ledger. Proficiency in Microsoft Office and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
ABL Business Development Officer - Chicago, IL at Valley Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Financial Skills, Credit Skills, Analytical Skills, Strategic Thinking, Interpersonal Skills, Negotiation Skills, Business Concepts, Legal Concepts, Communication Skills, Self Starter, Team Player, Presentation Skills
Specialization
Candidates must possess strong financial, credit, and analytical skills, along with a bachelor's degree and significant experience in asset-based financing. A strategic mindset and excellent interpersonal skills are essential for success in this role.
Experience Required
Minimum 10 year(s)
Customer Service Associate - Float at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Detail Oriented, People Skills, Basic Computer Skills, Outgoing Personality, Professional Appearance, Cash Handling
Specialization
A high school diploma or equivalent is required along with excellent customer service skills and basic computer skills. Cash handling experience is strongly preferred, and banking experience is a plus but not required as training will be provided.
Personal Assistant at ING BANK NV
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Commercial Loan Operations Specialist (CLO) at Choice Bank
Grand Forks, North Dakota, United States - Full Time
Skills Needed
Loan Documentation, Loan Processing, Customer Service, Teamwork, Communication, Problem Solving, Analytical Thinking, Attention To Detail, Organizational Skills, Initiative, Confidentiality, Adaptability, Microsoft Office, Loan Operating Systems, Interpersonal Skills, Project Management
Specialization
A high school diploma or GED is required, along with one to two years of financial or banking experience preferred. Knowledge of loan operating systems and the ability to work under supervision are also necessary.
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