Deliver client training on Treasury Services and banking tools; coordinate with RMs, sales and client service teams; create consistent training, address quality issues, provide feedback and coaching, and communicate process updates to clients and partners.
Job Summary & ResponsibilitiesPreferred Qualifications
Responsibilities include but are not limited to:
- Proactively and effectively provide top quality training to clients and business partners related to Treasury Services and all underlying banking tools.
- Partner and collaborate with RMs, Sales teams and Client Services Specialist(s) to effectively schedule and train new and existing clients.
- Ensure coordination of training efforts with team managers, client service specialist and other team members.
- Take full ownership and address all training related quality issues.
- Provide regular feedback to team members and senior management on process improvements and/or client training issues.
- Maintain ongoing dialogue with team members, business partners, learning and development as well as operations to facilitate best practices in regards to training strategies.
- Provide feedback and coaching to other team members, new hires and business partners to ensure a consistent knowledge base.
- Effectively communicate updates to processes, procedures and revised service standards to clients and business partners. Actively participate in client dialogue where required.
Required Skills:
- Extensive knowledge of all bank products, services, policies and
Excellent communication and presentation skills - 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
- 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 a minimum of 5 of years banking experience
Preferred Experience:
- 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.
Valley Bank Morristown, New Jersey, USA Office
70 Speedwell Ave, Morristown, New Jersey, United States, 07960
Valley Bank Bloomfield, New Jersey, USA Office
Bloomfield, United States
Valley Bank Clark, New Jersey, USA Office
Clark, United States
Valley Bank Clifton, New Jersey, USA Office
Clifton, United States
Valley Bank East Brunswick, New Jersey, USA Office
East Brunswick, United States
Valley Bank Fair Lawn, New Jersey, USA Office
Fair Lawn, United States
Valley Bank Freehold, New Jersey, USA Office
Freehold, United States
Valley Bank Hackensack, New Jersey, USA Office
Hackensack, United States
Valley Bank Hoboken, New Jersey, USA Office
Hoboken, United States
Valley Bank Kearny, New Jersey, USA Office
Kearny, United States
Valley Bank Little Falls, New Jersey, USA Office
Little Falls, United States
Valley Bank Livingston, New Jersey, USA Office
Livingston, United States
Valley Bank Middlesex, New Jersey, USA Office
Middlesex, United States
Valley Bank Middletown, New Jersey, USA Office
Middletown, United States
Valley Bank New York, New York, USA Office
New York, United States
Valley Bank New York, New York, USA Office
New York, United States
Valley Bank Newark, New Jersey, USA Office
Newark, United States
Valley Bank Passaic, New Jersey, USA Office
Passaic, United States
Valley Bank Paterson, New Jersey, USA Office
Paterson, United States
Valley Bank Succasunna, New Jersey, USA Office
Succasunna, United States
Valley Bank Wayne, New Jersey, USA Office
Wayne, United States, 0
Similar Jobs
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Real Estate
The Customer Training Specialist will ensure smooth client onboarding and transition, conduct trainings, gather feedback, and enhance user experiences with products.
Top Skills:
Content Creation ToolsCrm Software
15 Days Ago
Information Technology • Legal Tech
The Client Accounting Training & Development Specialist designs and implements training programs for the Client Accounting department, manages program changes, and creates training materials for staff including managers and supervisors.
Top Skills:
Aderant ExpertExcelMicrosoft Office SuiteStar Collect
Fintech • Machine Learning • Payments • Software • Financial Services
Lead product management for Card data products and platforms: define and scale data assets, partner cross-functionally, leverage AI and technology to build customer-focused digital experiences, translate strategy into measurable outcomes, and lead teams to deliver resilient data product solutions.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
