Client Training Specialist
Valley Bank · New York, NY · Today
Human Resources$60/hrFull-time
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well. The Client Training Specialist position is responsible for providing high quality client training on all Treasury Services and/or online banking tools in coordination with client servicing teams. The role involves online or in-person training to internal and external clients in support of the sales and relationship management efforts. , 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 skillsSelf-starter with the ability to work in a fast-paced environmentProficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForceHigh degree of detailAbility to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical abilityExcellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teamsMust be able to multi-task effectively and prioritize workflowKnowledge of Commercial and Corporate Deposit Account TypesKnowledge 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.