Treasury Fulfillment Specialist Job Listing at Valley Bank in St. Petersburg, FL (Job ID 26-1029)

Description

Responsibilities include but are not limited to:

• Onboard commercial clients with all Treasury products to include complex implementations such as but not limited to FTP, BAI, Positive Pay, and ACH.
• Provide support to internal customers for all business banking and middle market Treasury Management clients, as necessary.
• 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 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 changes.
• 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 Commercial Client Service Office with projects, activities and tasks.
• Adhere to, or improve, performance in meeting Service Level Agreement standards.
• Collaborate effectively with other team members, team leads or team managers to ensure cross coverage and satisfactory completion of incremental workflows.
• Handle urgent requests with a high degree of accuracy and quick turnaround time.