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Valley Bank · 6 days ago

Treasury Management Specialist

St. Petersburg, FL

Full-time

Onsite

Mid Level

3+ years exp

Valley Bank is focused on providing excellent financial services, and they are seeking a Treasury Management Specialist to act as the primary client contact for Treasury Products. The role involves onboarding clients, providing support, and ensuring proper documentation for Treasury Management services.

Banking

H1B Sponsor Likely

Responsibilities

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

Qualification

Treasury Management knowledgeProblem-solving skillsMicrosoft Office proficiencyCustomer service experienceMultitasking abilityAttention to detailWritten communicationVerbal communication

Required

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

Preferred

Bachelor's degree with related banking experience

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (18)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)