- 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.
- Extensive knowledge of all bank products, services, policies and
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
- 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.
Skills Required
- Extensive knowledge of bank products, services, and policies
- Excellent communication and presentation skills
- Self-starter able to work in a fast-paced environment
- Proficient PC skills with Microsoft Office and e-mail
- Experience with bank core systems and Salesforce
- High degree of attention to detail
- Ability to perform complex assignments using sound judgment and analytical ability
- Excellent written and verbal communication for external and internal audiences
- Ability to multi-task effectively and prioritize workflow
- Knowledge of Commercial and Corporate Deposit Account Types
- Knowledge of Treasury Management products, services, and online banking platforms
- High School diploma or GED with a minimum of 5 years banking experience
- Bachelor's degree
- Experience working with a variety of Commercial/Corporate businesses (CRE, Healthcare, Government, C&I)
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
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