Client Training Specialist at Valley Bank

Saint Petersburg, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

0.0

Posted On

15 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Services, Client Training, Communication Skills, Presentation Skills, Microsoft Office, SalesForce, Analytical Ability, Multi-tasking, Corporate Deposit Accounts, Treasury Management, Online Banking Platforms, Coaching

Industry

Banking

Description

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. Qualifications 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.

Responsibilities

Provide high-quality training to clients and partners on Treasury Services and banking tools. Collaborate with sales and service teams to coordinate training efforts and provide feedback for process improvements.