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Valley Bank Is Hiring A Treasury Solutions Sales Officer
Discover an exciting opportunity to join a dynamic organization where building relationships and client-focused solutions are at the core of the role. If you're passionate about international and tech markets, fluent in Hebrew, and value flexibility, this position might be your perfect fit! 🌍🤝
Why You Should Consider This Opportunity:
- Build meaningful relationships: Connect with Relationship Managers, Internal Partners, and Clients to become a trusted organizational partner.
- Enjoy flexibility: Structure your workday in a way that suits your lifestyle and productivity.
- Work in exciting markets: Engage with clients in the International & Technology (Israeli Tech) sectors.
- Fluent in Hebrew: Leverage your language skills to serve diverse clients effectively.
Key Responsibilities:
- Trusted Advisor: Collaborate with business clients to deliver tailored services that meet their needs.
- Client Needs Assessment: Analyze client requirements, provide advisory support, and communicate needs to support teams.
- Partnership & Consultation: Work closely with client-facing teammates to identify sales opportunities and deliver optimal product solutions.
- Account Analysis & Sales: Review account activity, generate proposals, present to clients, and close sales.
- Product Recommendations: Determine the best product sets and features to meet client requirements using consultative selling techniques.
- Documentation & Onboarding: Secure service agreements and collaborate with the Commercial Services team to manage onboarding processes.
- Travel & Networking: Visit clients or prospects as needed, attend conferences, conventions, and educational events.
- Follow-up: Maintain communication after sales calls to ensure client satisfaction and account growth.
Required Skills:
- Excellent communication, presentation, and interpersonal skills with a trusted advisor approach
- Strong organizational skills
- Proficiency in Excel and PowerPoint for proposal creation
- Broad and deep knowledge of cash management products, services, and trends (e.g., Fraud Prevention, Lockbox)
- Sales and service acumen with the ability to assess client needs and propose solutions
Required Experience:
- High School diploma or GED with at least 5 years of Treasury Solutions Sales experience
- Valid driver’s license
- Bachelor’s Degree in Business, Accounting, Finance, or related field preferred, with a minimum of 5 years in Treasury Solutions Sales
- Fluency in Hebrew
Nice-to-Have Experience:
- Account Executive or Account Manager roles within tech startups, especially those focusing on building client relationships and selling financial products