Ability to analyze bank statements and apply findings to product sets.
Proficient in Excel and PowerPoint for proposal generation.
Strong sales and service skills.
High School Diploma or GED with at least two years of Cash Management or related sales experience.
Valid Driver's License required.
Bachelor's Degree and AAFP certification preferred.
Responsibilities
Utilize consultative selling techniques to identify client needs and recommend suitable product sets.
Analyze account activity to generate proposals and present them to clients for closing sales.
Obtain necessary service agreements and account documentation for requested products.
Oversee the implementation process in collaboration with Cash Management/Treasury Solutions Operations.
Ensure client satisfaction with Cash Management/Treasury Solutions products and services.
Support Retail Bank's analysis of deposit relationships with existing and prospective clients.
Create monthly sales reports detailing sales activities, new products sold, and lost business.
Benefits
Opportunities for professional development and training.
Collaborative team environment with regular meetings and follow-ups.
Exposure to a diverse client base across Retail and Commercial Banking sectors.
Full Job 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.
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.
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.
