Treasury Solutions Officer II

About the role

Valley Bank is a relationship bank built for growth, serving clients across the United States with more than $60 billion in assets and 3,800 experts. The Treasury Solutions Officer II is responsible for sales, marketing, and successful implementation of cash‑management and treasury‑solutions services, deposit acquisition, and revenue generation within the bank’s footprint covering New York, New Jersey, Florida, and Alabama for commercial, municipal, homeowners‑association (HOA), and property‑management clients.

Responsibilities

• Act as a trusted advisor to business clients, HOAs, and property‑management companies, delivering a tailored suite of services.
• Assess client needs, provide strong advisory guidance, and identify solutions that meet those needs.
• Communicate client requirements to internal partners as appropriate.
• Partner closely with client‑facing teammates to consult on sales opportunities and supply product expertise.
• Network within the industry to acquire new customers and introduce them to lending teams.
• Ensure client satisfaction by understanding and advocating for the needs of business, HOA, and property‑management clients.
• Manage overall client satisfaction with Cash Management/Treasury Solutions products and services.
• Assist management in developing new products, marketing materials, and establishing sales objectives.
• Analyze account activity and balances, generate proposals, present them to business clients, HOA boards, and property‑management companies, and close sales.
• Determine the optimal product sets and features for each client using consultative selling techniques.
• Obtain required service agreements and account documentation for requested product sets.
• Oversee the implementation process together with Cash Management/Treasury Solutions Operations.
• Support the Retail Bank’s analysis of deposit relationships with existing and prospective clients.
• Travel to client and prospect sites approximately 60 % of the time.
• Attend assigned District Sales Manager meetings at least monthly.
• Follow up on all sales calls.
• Collaborate with Territory Sales Managers, District Sales Managers, and Commercial Lenders to identify cash‑management/treasury‑solutions opportunities.
• Support the Commercial Bank’s analysis of deposit relationships with existing and prospective clients.
• Attend assigned Commercial Lending Bank Team monthly meetings.
• Maintain up‑to‑date knowledge of competitors’ products and pricing.
• Be responsible for a defined number of Retail Bank sales districts and Commercial Bank sales territories.
• Participate in conferences, conventions, educational, and networking events.
• Become an active member of CAI or similar HOA/PMC organizations.
• Create monthly sales reports reflecting pipeline activity, new product sets sold, and lost business.

Required Skills

• Ability to review and analyze bank statements and apply results to specific product sets.
• Excellent communication and presentation skills with a trusted‑advisor approach.
• Strong interpersonal and organizational abilities.
• Proficiency in Excel and PowerPoint for proposal generation.
• Broad and deep familiarity with U.S. treasury‑management products, services, and trends.
• Sales and service capabilities; ability to assess client needs and provide solutions.
• Thorough knowledge of all Cash Management product sets, their applications, and related regulatory requirements.

Required Experience

• High School diploma or GED and a minimum of 5 years of experience in Treasury Solutions Sales.
• Valid driver’s license.
• Bachelor’s degree in a business‑related field (Business, Accounting, Finance, etc.) with at least 5 years of Treasury Solutions Sales experience (preferred).
• AAFP certification (preferred).