Client Training Specialist

Valley Bank • Saint Petersburg, FL

9d

About The Position

The Client Training Specialist will be responsible for providing high-quality training to clients and business partners on Treasury Services and underlying banking tools. This role involves collaborating with Relationship Managers, Sales teams, and Client Services Specialists to schedule and deliver training, ensuring coordination with team managers and other team members. The specialist will own and resolve training-related quality issues, provide feedback on process improvements, and maintain dialogue with various departments to foster best practices in training strategies. Additionally, the role includes coaching team members and business partners, communicating process updates, and actively participating in client discussions.

Requirements

• Extensive knowledge of all bank products, services, policies
• Excellent communication and presentation skills
• Self-starter with the ability to work in a fast-paced environment
• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce
• High degree of detail
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams
• Must be able to multi-task effectively and prioritize workflow
• Knowledge of Commercial and Corporate Deposit Account Types
• Knowledge of Treasury Management products, services, core and business online banking platforms
• High School diploma or GED with a minimum of 5 of years banking experience

Nice To Haves

• Bachelor's degree or experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc.

Responsibilities

• Proactively and effectively provide top quality training to clients and business partners related to Treasury Services and all underlying banking tools.
• Partner and collaborate with RMs, Sales teams and Client Services Specialist(s) to effectively schedule and train new and existing clients.
• Ensure coordination of training efforts with team managers, client service specialist and other team members.
• Take full ownership and address all training related quality issues.
• Provide regular feedback to team members and senior management on process improvements and/or client training issues.
• Maintain ongoing dialogue with team members, business partners, learning and development as well as operations to facilitate best practices in regards to training strategies.
• Provide feedback and coaching to other team members, new hires and business partners to ensure a consistent knowledge base.
• Effectively communicate updates to processes, procedures and revised service standards to clients and business partners.
• Actively participate in client dialogue where required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED