Treasury Management Service Specialist Job Listing at Valley Bank in Palo Alto, CA (Job ID 24-1154)

Description

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 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.