- Act as the day-to-day client contact for services relating to Treasury Products.
- Onboard and train commercial clients with the following Treasury products; Online banking with wires, Remote Deposit Capture, Bill Pay, and other products as assigned.
- Provide first level support to internal/external customer support for all Treasury Management and business clients, as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, billing issues, etc. Also provides information on client transaction accounts and other general banking needs.
- 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 time manage internal and external customer expectations when communicating and responding to processing request, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.
- Tracks 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.
- Prepares reports daily, monthly, quarterly and as needed.
- 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.
- High School diploma or GED and a minimum of 3 years related customer service experience.
- Bachelor's degree with related banking experience.
Top Skills
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.
