What are the responsibilities and job description for the Treasury/Cash Management Client Relationship Specialist position at Valley Bank?
About the Role:
COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!
We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
Position will assist business customers in a professional and courteous manner providing technical support regarding all eBanking products. Maintain all necessary documentation in the portfolio and remain informed of and follow all applicable policies and procedures. Preserve strict confidentiality of all customers financial information.
About You:Support - 100%
- Set-up new eBanking users. Assist with company set up of cash management, bill pay, and remote deposit.
- Provide technical support to customers for cash management, bill pay, and remote deposit services.
- Perform research and verification for outgoing wire transfers and foreign drafts including accurate and timely system entry and maintenance.
- Perform monitoring and maintenance of daily eBanking reports.
- Perform and maintain Quality Control monitoring of new eBanking services.
- Field customer questions regarding business eBanking products, services, and fees. Assist customers with beginning the eBanking application process.
- Monitor inventory of equipment and order as needed to maintain a proper supply for the electronic banking department.
- Remain informed of all Bank products and services in order to identify sales opportunities and refer business, when necessary, to the appropriate person for follow up and close of sale.
- Ensure that proper records are maintained, and safeguards systems and retention of storage as needed.
- Assist with training of customers on all electronic banking products.
- Assist with annual reviews of eBanking services.
Other Accountabilities and Responsibilities:
- Consistently maintain regular and reliable attendance.
- Take part in community development through volunteer opportunities and/orboard participation with non-profits and other community organizations.
- Participate in community service and bank-sponsored activities that serve and support the mission and values of Valley Bank.
- Comply with all company policies and procedures and all applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Knowledge, Skills, and Abilities
- Thorough understanding of customer service.
- Knowledge of Valley Bank products/services to effectively present appropriate solutions to customers.
- Ability to work under pressure.
- Work quickly and accurately.
- Excellent verbal communication skills.
- Knowledge of banking regulations.
- Ability to establish and maintain effective working relationships with employees, other departments, and the public.
- Ability to work both independently and in a team environment.
Minimum Qualifications
- High School diploma or equivalent.
- 2 years customer service experience.
- Understand the Bank’s products, services, and their benefits.
COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!
COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!
We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
