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Valley Bank

Treasury Solutions Officer

Valley Bank, St. Petersburg, Florida, United States, 33739

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At Valley Bank, we believe in people’s growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we’ve been the bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth— with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

Why You Should Consider This Opportunity

You're excited to build relationships with Relationship Managers, Internal Partners and Clients, and be a true partner within the organization.

You want flexibility on how your day is structured.

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 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.

Travel—visiting clients and/or prospects as needed.

Follow‑up on all Sales calls.

May attend various conferences, conventions, educational and networking events.

Required Skills

Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.

Proficient knowledge of Excel and 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.

Required Experience

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

Valid Driver’s License.

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

Job Details

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance and Sales

Industry: Banking

Benefits

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Tuition assistance

Disability insurance

Location: Tampa, FL

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