Treasury Solutions Officer PA​/Marlton NJ

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 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 the needs of all business clients, Homeowners Associations and Property Management Companies and advocating for them 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 and prospects to determine the product sets and features that best suit their requirements.
• Analyze account activity and balances, generate proposals, present them to business clients, HOA Boards and Property Management Companies, and close sales.
• Obtain the required service agreements for requested product sets and account documentation.
• Manage the implementation process in collaboration with Cash Management/Treasury Solutions Operations.
• Support the Retail Bank’s efforts in analyzing deposit relationships with both existing and prospective clients.
• Travel to visit clients and prospects about 75% of the time.
  • Attend assigned District Sales Manager meetings at least monthly.
  • Follow up on all sales calls.
  • Work with Territory Sales Managers, District Sales Managers and Commercial Lenders to identify 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 clients.
  • Attend assigned Commercial Bank Team’s monthly meetings.
  • Follow up on all sales calls.
  • Work with Relationship Managers to identify 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 in the development of new cash management/treasury solutions product sets 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.