- Act as the day-to-day client contact for services relating to Homeowners Association/Property Management clients. Onboard and train commercial clients with all Homeowners Association/Property Management Treasury products to include Online banking with wires, Remote Deposit Capture, Bill Pay, ACH, Positive Pay and other products as assigned. Educate clients on account services and capabilities.
- Provide first level support to internal/external customer support for all Homeowners Association/Property Management as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, etc. Also provides information on client transaction accounts and other general banking needs.
- Open all new business checking, Money Market, CD, ICS and CDARS accounts for Homeowners Association/Property Management clients. Ensure appropriate New Account, Treasury Management documents, and agreements are properly completed and executed prior to implementation.
- Proactively time manage internal and external customer expectations when communicating and responding to processing requests, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
- Provide excellent customer service to support and solve internal and external customer issues. Tracks reported issues for consolidation and potential process or system change.
- Assist HOA Supervisor and Manager with projects, activities and tasks. Prepare reports daily, monthly, quarterly, and as needed.
- Extensive knowledge of all bank products, services, policies and procedures.
- 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.
- Knowledge of Treasury Management products and services.
- High School diploma or GED and a minimum of 2 years of related banking experience.
- Associate's degree with related banking experience.
Skills Required
- High School diploma or GED
- Minimum of 2 years related banking experience
- Extensive knowledge of bank products, services, policies and procedures
- Knowledge of Treasury Management products and services (Online banking, wires, RDC, Bill Pay, ACH, Positive Pay)
- 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
- Associate's degree with related banking experience
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.
