The Client Treasury Management Specialist will be responsible for providing exceptional service for internal and external clients based on assigned market vertical. They will work with the Client Experience specialist to onboard and support clients with Treasury needs. They will work with their assigned commercial servicing team to ensure a seamless client journey.
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Responsibilities include but are not limited to:
- Act as the day-to-day client contact for services relating to Treasury Products.
- Onboard and train commercial clients with all Treasury products to include complex implementations such as but not limited to FTP, BAI, Positive Pay, and ACH.
- 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 requests, 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.
- Troubleshoots systems issues for resolution. Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
- Assist Treasury Management Excellence Center Manager and Team Leads with projects, activities and tasks.
Other Responsibilities:
- Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
- Performs other duties as deemed necessary by management.
Required Skills:
- Extensive knowledge of all bank products, services, policies and procedures.
- 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 orientation.
- 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.
Required Experience:
- High School diploma or GED with 3+ years banking experience in customer service or treasury management.
- 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. preferred.
Exact compensation may vary based on skills, experience, and location.
$47,200.00
$78,700.00
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Valley National Bank
$47,200.00-$78,700.00
Dec 12, 2024