USAmeriBancorp

Treasury Solutions Officer II

USAmeriBancorp • $70K — $95K *
White Plains, NY 10605In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in Treasury Solutions Sales.
  • Strong communication, presentation, and organizational skills.
  • Proficient in Excel and PowerPoint for proposal generation.
  • Broad knowledge of US treasury management products and services.
  • Ability to assess client needs and provide effective solutions.
  • In-depth understanding of Cash Management products and regulatory requirements.
  • High School diploma or GED; Bachelor's degree preferred.

Responsibilities

  • Act as a trusted advisor to business clients and property management companies.
  • Assess client needs and identify tailored solutions.
  • Collaborate with sales teams to develop product expertise for solutions.
  • Network to acquire new customers and introduce them to lending teams.
  • Ensure client satisfaction by advocating for their needs within the bank.
  • Manage cash management and treasury services satisfaction effectively.
  • Support marketing efforts and sales objectives development and execution.

Benefits

  • Opportunities for professional development and networking at industry events.
  • Work in a collaborative environment with client-facing teams.
  • Engage directly with various client bases including business clients and HOAs.
  • Chance to influence product offerings and marketing materials.
  • Dynamic role that involves travel and on-site client interactions.
Full Job Description
Responsibilities include but are not limited to:
  • Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
  • Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
  • Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
  • Network in the related field to aquire new customers and make introductions to lending teams.
  • Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
  • Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
  • Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
  • Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
  • Determine what product sets and features best suit the client/prospect requirements using consultative selling techniques.
  • Obtain the required service agreements for requested product sets and account documentation.
  • Manage the implementation process along with Cash Management/Treasury Solutions Operations.
  • Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
  • Traveling: visiting clients and/or prospects 60% of the time
    • 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 Lending Bank Team's monthly meetings.
    • Follow-up on all Sales calls.
    • Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base
    • Maintain up-to-date knowledge of competitor's products and pricing in the market.
  • Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
    • Attend various conferences, conventions, educational and networking events.
    • Become an active member in CAI or similar HOA/PMC Organizations.
  • Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.


Required Skills:
  • Must have the skill to review and analyze bank statements and apply the results to specific product sets.
  • Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
  • Proficient knowledge of Excel - PowerPoint for proposal generation.
  • Broad and deep familiarity with US treasury management products, services and trends.
  • Sales and service abilities; Ability to assess client needs and provide solutions.
  • Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.

Required Experience:
  • High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
  • Valid Driver's License.
  • Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.
  • AAFP certification preferred.

About USAmeriBancorp

Valley National Bancorp, doing business as Valley Bank, is a regional bank holding company headquartered in Wayne, New Jersey with approximately $42 billion in assets. Its principal subsidiary, Valley National Bank, currently operates over 230 branch locations in northern and central New Jersey, the New York City boroughs of Manhattan, Brooklyn, and Queens, as well as Long Island, Florida, and Alabama. Valley Bank holds approximately $29 billion in assets. ,Valley Bank is one of the largest commercial banks headquartered in New Jersey.
Learn more about USAmeriBancorp
Industry
Legal & Accounting
* Ladders Estimates

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