Treasury Solutions Officer III - Phoenix, AZ
 Valley National Bank | |
 United States, Arizona, Phoenix | |
| 22 East Jackson Street (Show on map) | |
 Feb 23, 2026 | |
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Responsibilities include but are not limited to:
* 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. | |