Client Experience Lead - Banking & Treasury

Valley Bank; Morristown (NJ); On-site; USD 42,000 - 66,000; Full time

Job summary

Valley Bank is seeking a Client Experience Specialist to provide exceptional service to internal and external clients across multiple markets. The role leads the client journey from onboarding to service expansion, working with the commercial servicing team to ensure a smooth experience.

Applicants should have a High School diploma or GED with banking experience and strong product knowledge. Proficiency with Salesforce and MS Office is preferred, along with excellent communication skills and

Qualifications

• High School diploma or GED with banking experience preferred.
• Strong knowledge of bank products, services, policies and procedures.
• Excellent written and verbal communication skills for clients and internal teams.

Responsibilities

• Manage the client journey from onboarding to service and expansion of relationship.
• Identify client needs and take proactive steps to ensure a positive experience.
• Serve as the main point of contact for clients within the market vertical.

Skills

Product knowledge

Client service

MS Office

Salesforce

Attention to detail

Verbal and written communication

Education

High School diploma or GED

Tools

Salesforce

Microsoft Office

Bank core systems

Job description

Valley Bank is seeking a Client Experience Specialist to provide exceptional service to internal and external clients across multiple markets. The role leads the client journey from onboarding to service expansion, working with the commercial servicing team to ensure a smooth experience.

Applicants should have a High School diploma or GED with banking experience and strong product knowledge. Proficiency with Salesforce and MS Office is preferred, along with excellent communication skills and