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Valley Bank · 2 days ago

Treasury Solutions Officer

St. Petersburg, FL

Full-time

Hybrid

Senior Level

5+ years exp

Valley Bank is a leading relationship bank built for growth, focusing on clients' needs and providing tailored financial solutions. The Treasury Solutions Officer will work as a trusted advisor to business clients, delivering a suite of services and collaborating with internal partners to meet client needs effectively.

Banking

H1B Sponsor Likely

Hiring Manager

Paramita Roy

Responsibilities

Work as a trusted advisor with all business clients 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

Analyze account activity and balances for proposals, generate proposals, present to business clients and close sales

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

Partner with our Commercial Services team to manage the onboarding experience

Traveling: visiting clients and/or prospects as needed

Follow-up on all Sales calls

May attend various conferences, conventions, educational and networking events

Qualification

Treasury Solutions SalesCash Management ProductsExcelPowerPointSales AbilitiesService AbilitiesCommunication SkillsPresentation SkillsInterpersonal SkillsOrganizational Skills

Required

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 cash management products, services and trends (Fraud Prevention, Lockbox, etc)

Sales and service abilities; Ability to assess client needs and provide solutions

High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales

Valid Driver's License

Preferred

Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (18)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)