Treasury Solutions Officer I

Vnbcareers

Apply to this job
Tampa, FL, US Until 10/3/2026 0+ years exp First posted August 4, 2026 Last posted August 4, 2026
Job description
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.
About this role

Summary

Manage client accounts, promote treasury products, support sales, and analyze deposit relationships.

Job title

Treasury Solutions Officer I

Experience level

entry level

Minimum experience

0+ years exp

Industry

finance

Location requirements

Tampa, FL, USA; remote work not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

consultative sellingaccount analysisclient managementsales reporting

Preferred skills

None specified

Specializations

cash managementtreasury solutionsclient relations
Locations

Structured locations inferred from the posting.

Tampa, FL, USA

Work arrangement unknown City
Related searches