Treasury Management Service Excellence Specialist

Valley National Bancorp • Saint Petersburg, FL

68d

About The Position

The position involves acting as the day-to-day client contact for services relating to Treasury Products. The role includes onboarding and training commercial clients on various Treasury products such as Online banking with wires, Remote Deposit Capture, Bill Pay, and others as assigned. The individual will provide first-level support to both internal and external customers for all Treasury Management and business clients, assisting with routine needs such as system functionality questions, moderate level technical issue resolution, and billing issues. Additionally, the role requires ensuring that appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation. Excellent customer service is essential to support and resolve internal and external customer issues, while proactively managing customer expectations in communication and response to requests. The position also involves tracking reported issues for potential process or system changes, educating clients on account services and capabilities, assisting the Treasury Management Excellence Center Manager and Team Leads with various projects, and preparing reports as needed.

Requirements

• Proficient PC skills with Microsoft Office applications and e-mail.
• Attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize workflow.
• Strong problem-solving skills to identify issues, determine solutions, and implement them effectively.
• Basic understanding of the company's products and services, as well as the ability to troubleshoot common issues.
• Knowledge of Treasury Management products and services.

Nice To Haves

• Bachelor's degree with related banking experience.

Responsibilities

• Act as the day-to-day client contact for services relating to Treasury Products.
• Onboard and train commercial clients with Treasury products such as Online banking with wires, Remote Deposit Capture, Bill Pay, and others as assigned.
• Provide first level support to internal/external customer support for all Treasury Management and business clients.
• Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, and billing issues.
• Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation.
• Provide excellent customer service to support and solve internal and external customer issues.
• Proactively manage internal and external customer expectations when communicating and responding to requests.
• Track reported issues for consolidation and potential process or system change.
• Educate clients on account services and capabilities.
• Assist Treasury Management Excellence Center Manager and Team Leads with projects, activities, and tasks.
• Prepare reports daily, monthly, quarterly, and as needed.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees