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Manager, Account Fulfillment - St Petersburg, FL

Manager, Account Fulfillment - St Petersburg, FL

Veterans StaffingSaint Petersburg, FL, US
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Manager, Account Fulfillment

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 Manager, Account Fulfillment position is responsible for overseeing the fulfillment team that completes the timely and accurate execution of all deposit account opening requests received from the relationship management teams. This role requires ensuring a high level quality interaction by the team with the Client Service Specialist(s).

Expected Work Hours : 40

Job Description

Responsibilities include but are not limited to :

  • Proactively and effectively manage the activities of the Account Fulfillment team responsible for initiating and following through on all deposit account openings.
  • Monitor, control and improve the team's performance against Service Level standards to ensure timely and accurate execution of each account opening request.
  • Partner and collaborate with the Client Service Specialist(s) regional managers to ensure process flows between the Account Fulfillment team and the Client Service teams are efficient and allow for an enhanced client experience.
  • Ensure team members and new hires receive ongoing coaching and high quality training to effectively complete their account opening assignments and conduct their related duties. Direct and coordinate timely scheduling of all client account openings.
  • Act as a point of escalation and take full ownership and address all related quality issues.
  • Provide regular feedback to team members and senior management on process improvements.
  • Facilitate ongoing dialogue with team members, business partners, learning and development as well as operations where appropriate to implement new and or improved new account onboarding strategies.
  • Effectively communicate updates to processes, procedures and revised service standards to the staff and business partners.

Requirements

Required Skills :

  • Extensive knowledge of bank products, services, policies
  • Excellent communication skills both written and verbal
  • 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
  • Must be able to multi-task effectively and prioritize
  • Ability to work effectively in a fast-paced and pressured environment.
  • Knowledge of Commercial and Corporate Deposit Account Types
  • Working knowledge of Treasury Management products & services, a plus
  • Required Experience :

  • High School diploma or GED with a minimum of 7 years of 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.
  • Location(s) : 1720 Lee Road, Winter Park, Florida 32789, United States; 301 East Las Olas Blvd Suite 100, Fort Lauderdale, Florida 33301, United States; 350 Madison Ave, New York, New York 10017, United States; 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States; 70 Speedwell Ave, Morristown, New Jersey 07960, 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 support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

    Pay Range : $71,900.00 - $122,600.00 / year

    Valley National Bank is an Equal Opportunity / Affirmative Action Employer. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or other legally protected characteristics, and will not be discriminated against on the basis of disability.

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    Manager Account Fulfillment • Saint Petersburg, FL, US

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