Client Experience & Onboarding Specialist

Valley National Bank; New York, Morristown (NY, NJ); On-site; USD 33,000 - 55,000; Full time

Job summary

Valley National Bank is hiring a Client Experience Specialist in New York City, NY (and related regional postings). You will manage the client journey from onboarding to ongoing service, acting as the main point of contact for clients within your market vertical.

You will collaborate with treasury and commercial servicing teams, identify customer needs, and drive consistent communication while pursuing cross-sell opportunities and ensuring high levels of client satisfaction.

Qualifications

• Extensive knowledge of bank products, services, policies and procedures.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment and multi-task.

Responsibilities

• Manage the client journey with onboarding and service steps.
• Identify customer needs and maintain positive experience.
• Serve as main contact for clients within the market vertical.
• Collaborate with internal partners to ensure clear communication.
• Advocate for clients and coordinate internal experts as needed.
• Identify cross-sell opportunities with business partners.

Skills

Banking knowledge

Microsoft Office

Salesforce

Attention to detail

Excellent communication

Multi-tasking

Analytical thinking

Education

High School diploma or GED

Tools

SalesForce

Bank core systems

Microsoft Office

Online banking platforms

Job description

Valley National Bank is hiring a Client Experience Specialist in New York City, NY (and related regional postings). You will manage the client journey from onboarding to ongoing service, acting as the main point of contact for clients within your market vertical.

You will collaborate with treasury and commercial servicing teams, identify customer needs, and drive consistent communication while pursuing cross-sell opportunities and ensuring high levels of client satisfaction.