Client Experience Specialist: Banking & Treasury

Valley National Bank; Petersburg (VA); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Retirement options

Tuition reimbursement

Paid time off

Job summary

Valley Bank is seeking a Client Experience Specialist to ensure exceptional service from onboarding to ongoing relationship management for assigned market verticals. You will be the primary client contact and collaborate with internal teams to deliver seamless service.

The role requires strong knowledge of banking products, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Full-time position at our St.

Qualifications

• High School diploma or GED with 3+ years banking experience.
• Extensive knowledge of bank products, services, policies, and procedures.
• Strong written and verbal communication required to interact with clients and internal teams.

Responsibilities

• Manage the client journey from onboarding to service and expansion of relationship.
• Identify customer needs and maintain a positive experience.
• Act as the main contact for clients within the assigned market vertical.
• Collaborate with internal partners to drive consistent communication and alignment.
• Advocate for clients and coordinate with internal experts as needed.
• Identify cross-sell opportunities with business partners.

Skills

Banking knowledge

Attention to detail

Communication skills

Education

High School diploma or GED

Bachelor's degree (preferred)

Tools

Microsoft Office

Salesforce

Email

Job description

Valley Bank is seeking a Client Experience Specialist to ensure exceptional service from onboarding to ongoing relationship management for assigned market verticals. You will be the primary client contact and collaborate with internal teams to deliver seamless service.

The role requires strong knowledge of banking products, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. Full-time position at our St.