Valley Bank · 20 hours ago
Treasury Solutions Officer III
Phoenix, AZ
Full-time
Onsite
Senior Level
7+ years expValley Bank is seeking a Treasury Solutions Officer III to work as a trusted advisor with business clients, Homeowners Associations, and Property Management Companies. The role involves delivering tailored services, ensuring client satisfaction, and managing cash management and treasury solutions products.
Banking
Responsibilities
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
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
Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements
Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale
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 75% 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 Bank Team's monthly meetings
Follow-up on all Sales calls
Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base
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
Assist the efforts in the development of new cash management/treasury solutions 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 product sets sold, and lost business
Qualification
Required
Must have the skill to review and analyze bank statements and apply the results to specific product sets
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 US treasury management products, services and trends
Superior sales and service abilities; Ability to assess client needs and provide solutions
Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements
High School diploma or GED and a minimum of 7 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 7 years' experience in Treasury Solutions Sales 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
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