Partner Banking Relationship Specialist Job Listing at Valley Bank in Morristown, NJ (Job ID 24-629)

Description

Responsibilities include but are not limited to:

• Reviews and ensures all documentation for clients are accurate for processing. This includes but not limited to account opening, product enrollment, SFTP integration, facilitating testing for payment and file processing.
• Prepare effective client-facing documentation of Partner Banking products and implementation plans.
• Maintain and service assigned Partner Banking clients, including driving weekly meetings with all clients.
• Maintain close customer contact to ensure continued satisfaction and follow or anticipate additional financial service's needs.
• Deliver monthly reporting requirements with clients, including ensuring bank-mandated reporting is shared with the client, and client-mandated reporting is provided to the bank.
• Tracks and maintains delivery of monthly billing requirements with clients.
• Ensures partners maintain deposit requirements.
• Oversee ad-hoc professional services to the client, upon request.
• Ensure that the bank is in possession of current due diligence requirements as required, and that the information has been properly reviewed by control groups.
• Ensure that the client addresses any issues related to the program, including payment processing issues, that need to be resolved and responds in a timely fashion.
• Ensure that customer requests with other departments are being properly followed, clearing all service issues and provide as required.
• Helps facilitate partner implementation into Partner Banking GRC tool, Themis.
• Helps ensure entire partner lifecycle from initial due diligence through onboarding and implementation, and anything else deemed necessary by management.