Valley Bank · 6 hours ago
Treasury Solutions Officer I
Tampa, FL
Full-time
Onsite
Entry Level
2+ years expValley Bank is a leading relationship bank built for growth, with a focus on investing in people's potential. The Treasury Solutions Officer I is responsible for sales, marketing, and the successful implementation of cash management and treasury solutions services, aimed at generating revenue and acquiring deposits within the bank's footprint.
Banking
Responsibilities
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
Qualification
Required
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
High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience
Valid Driver's License
Preferred
Bachelor's Degree preferred
General banking knowledge preferred
AAFP certification preferred
Company
Valley Bank
Valley National Bank is a regional financial institution
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Curt Lang
Chief Banking Officer, New Jersey
Sanjay Sidhwani
Chief Data & Analytics Officer
Recent News
2025-12-02
alleywatch.com
2025-11-24
2025-11-21
Company data provided by crunchbase