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Treasury Solutions Sales Officer - NYC, NY
Treasury Solutions Sales Officer - NYC, NYValley Bank • New York, NY, US
Treasury Solutions Sales Officer - NYC, NY

Treasury Solutions Sales Officer - NYC, NY

Valley Bank • New York, NY, US
Hace 10 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Responsibilities include but are not limited to :

  • 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.
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Treasury Sales Officer • New York, NY, US

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