Remote Treasury & Client Service Partner

Location: City of Rochester 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 Service Partner is responsible for supporting highly complex client servicing transactions and independently executing treasury operations, including manual wire processing, exception handling, and time‑sensitive transactions. The role applies sound operational judgment within established control frameworks to ensure accuracy, compliance, and timely issue resolution. Expected Work Hours 40

Job Description

Responsibilities include but are not limited to:

• Partner with Client Service Specialists to support complex client servicing needs
• Independently execute complex treasury activities, including manual wire requests, exception processing and time sensitive transactions, ensuring accuracy and timely completion.
• Apply sound operational judgement within established control frameworks to identify, escalate and resolve servicing issues while ensuring compliance with policies and procedures.
• Coordinate across Fulfillment Operations (onshore/offshore) and Products teams to drive issue resolution, improve workflows and deliver consistent, high‑quality client experience.
• Assist with intake review and document quality control for new account onboarding and treasury fulfillment requests, ensuring submissions are complete and accurate and aligned with operational and compliance requirements prior to processing.

Requirements

Required Skills:

• Strong knowledge of Commercial and Corporate Deposit Account Types.
• Strong knowledge of Treasury Management products, services, core and business online banking platforms.
• Strong Treasury operations knowledge.
• Ability to manage complex requests independently.
• High attention to detail.
• Strong problem solving and cross coordination skills.
• Client‑focused mindset with commitment to service excellence.
• Strong interpersonal, verbal and written communication skills.

Required Experience:

• High School diploma or GED equivalent and a minimum of 3 years of banking experience in customer service or treasury management/operations.

Preferred Experience:

• Bachelor's Degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc.

Full-time/Part-time Full-time FLSA Non‑exempt Location(s) 1 Passaic Ave, Fairfield, New Jersey 07004, United States Remote, Remote, Connecticut 00000, United States 350 Madison Ave, New York, New York 10017, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission‑based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health…