Process & Research Specialist

Reposted Yesterday
Be an Early Applicant
3 Locations
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Analyze treasury operations data, resolve complex customer issues, recommend process improvements, track performance metrics, support projects to reduce errors, and participate in testing and implementation of treasury systems and core banking upgrades.
Summary Generated by Built In
Job Summary & ResponsibilitiesResponsibilities include but are not limited to:
  • Assist in resolving complex customer service issues that require additional research and communication with other departments in the bank; follow through to customer resolution.
  • Use statistical methods to identify areas for operational improvement and make suggestions for streamlining processes.
  • Identify different types of data that need tracking to improve business performance.
  • Work on projects designed to improve quality, reduce errors and design new business processes.
  • Review information and trends to ensure that the output of processes is achieving the desired results and that services are meeting agreed upon service levels.
  • Work with management, support teams, customers and vendors to gather and analyze information and make recommendations.
  • Actively participate in the testing efforts of all Treasury products when upgrades/enhancements/releases are being initiated on the respective platforms, including any core banking system release installs.
Preferred Qualifications
Required Skills:
  • Ability to prioritize, organize and follow through on projects.
  • Excellent PC skills, including the ability to work with data from multiple systems.
  • Excellent verbal and written communication skills.
Required Experience:
  • High school diploma or GED and a minimum of three years' treasury operations experience.
  • Bachelor's degree with a minimum of two years' treasury operations experience preferred.

Skills Required

  • Ability to prioritize, organize and follow through on projects.
  • Excellent PC skills, including the ability to work with data from multiple systems.
  • Excellent verbal and written communication skills.
  • High school diploma or GED and a minimum of three years' treasury operations experience.
  • Bachelor's degree with a minimum of two years' treasury operations experience.
  • Assist in resolving complex customer service issues requiring research and cross-department communication.
  • Use statistical methods to identify areas for operational improvement and streamline processes.
  • Participate in testing efforts of Treasury products and core banking system release installs.
  • Work with management, support teams, customers and vendors to gather and analyze information and make recommendations.

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.

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Morristown, New Jersey
3,595 Employees
Year Founded: 1927

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.

Similar Jobs

CoreWeave Logo CoreWeave

Data Center Lease Analyst

Cloud • Information Technology • Machine Learning
In-Office
5 Locations
1450 Employees
109K-145K Annually

CoreWeave Logo CoreWeave

Staff Software Engineer

Cloud • Information Technology • Machine Learning
In-Office
5 Locations
1450 Employees
207K-275K Annually

Samsara Logo Samsara

Sr. Manager, New Products Strategy

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
126K-225K Annually

The Aerospace Corporation Logo The Aerospace Corporation

Consultant

Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Remote or Hybrid
United States
4600 Employees
186K-267K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account