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Treasury Fulfillment Specialist
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-10-13
Listing for:
Valley National Bank
Full Time
position Listed on 2026-10-13
Job specializations:
-
Customer Service/HelpDesk
Technical Support, HelpDesk/Support, Client Relationship Management, Customer Success Management
Job Description & How to Apply Below
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.
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