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Treasury Solutions Team Leader -South Florida

Expired Job

Valley National Bancorp West Palm Beach , FL 33409

Posted 2 months ago

The Treasury Solutions Team Leader is responsible for managing a team of Treasury Solutions Sales Officers, sales, marketing, and successful implementation of cash management/treasury solutions services within the Bank's footprint in New Jersey, New York or Florida and Alabama to the commercial base and prospective clients.

Responsibilities include but are not limited to:

  • Support, manage and coach the Treasury Sales Teams in markets assigned by providing consultative selling techniques for clients & prospects to determine what product sets and features best suit the client/prospect requirements.

  • Review analysis of account activity, balances and proposals, to support and coach the Treasury Sales Officers' presentations to client/prospect enabling the closing of the product sale.

  • Ensure that the implementation process is conducted efficiently by Treasury Solutions Sales Officer with Treasury Solutions Operations.

  • Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.

  • Support the Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.

  • Attend assigned meetings on a regular basis.

  • Follow-up on all Sales Team's calls & product sales.

  • Work with Treasury Sales Officers, Commercial Lenders and District Sales Managers in identifying cash management/treasury solutions opportunities with both existing and prospective client base.

  • Is responsible for overseeing Treasury Sales teams in assigned markets.

  • Responsible for strategy and tactics required to achieve revenue goals.

  • Ensure the banks strategic plan for deposits and expense management are met.

  • Spearhead efforts in the development of new cash management product set and enhancements to existing product sets.

  • Act/assist as the liaison between the Bank and various vendors of cash management/treasury solutions services.

  • Create monthly sales reports reflecting pipeline of sales activities, new products sold and lost business.

  • Provide monthly input to Department Manager for Board Reporting.

  • Direct Sales Officers as needed supporting Department's objectives.

Required 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.

Required Experience:

  • High School Diploma or GED and a minimum of 10 years' Cash Management/Commercial Banking or related experience.

  • Valid Driver's license.

  • Bachelor's Degree and general banking knowledge preferred.

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Treasury Solutions Team Leader -South Florida

Expired Job

Valley National Bancorp