What are the responsibilities and job description for the Treasury Solutions Sales Officer - Fairfield/Paramus, NJ position at Valley Bank?
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.
