USAmeriBancorp

Treasury Solutions Officer PA/Marlton NJ

USAmeriBancorp • $70K — $95K *
Marlton, NJ 08053In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • High School diploma or GED with 7+ years in Treasury Solutions Sales; Bachelor's in business preferred.
  • Must possess a valid Driver's License.
  • Excellent communication and presentation skills with a trusted advisor approach.
  • Proficient in Excel and PowerPoint for generating proposals.
  • Deep understanding of US treasury management products and market trends.
  • Strong sales and service capabilities with an emphasis on client needs assessment.
  • In-depth knowledge of Cash Management products and regulatory requirements.

Responsibilities

  • Act as a trusted advisor to clients, facilitating tailored services for Homeowners Associations and Property Management companies.
  • Assess client needs and communicate effectively to ensure suitable solutions are provided.
  • Collaborate with client-facing teams to explore sales opportunities and provide product insights.
  • Champion client satisfaction by advocating for their needs within the bank.
  • Manage client satisfaction related to Cash Management/Treasury Solutions.
  • Assist in developing new products, services, and sales objectives.
  • Utilize consultative selling techniques to align product offerings with client requirements.
  • Analyze account activity, generate proposals, and drive sales to close.
  • Oversee service agreements and account setup documentation.
  • Manage the implementation of new solutions alongside operations teams.
  • Support retail and commercial banking efforts in deposit relationship analysis.

Benefits

  • Opportunity to travel frequently to meet clients (75% of time).
  • Engagement in professional development through conferences, conventions, and networking events.
  • Active membership in industry organizations like CAI.
  • Support for product development and enhancements within cash management.
  • Creation of monthly sales reports to track performance and identify opportunities.
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.
  • 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.
  • Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements.
  • Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
  • 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 75% 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 Bank Team's monthly meetings.
    • Follow-up on all Sales calls.
    • Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
  • 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.
  • Assist the efforts in the development of new cash management/treasury solutions product set and enhancements to existing product sets.
  • Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.
  • 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.
  • Superior 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 7 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 7 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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