Treasury Solutions Sales Officer II- NYC, NY - New York, NY

Valley National Bank
United States, New York, New York
Sep 28, 2025
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.