Client Service Specialist

Valley Bank; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Valley Bank seeks a client-focused professional to manage the client journey from onboarding to ongoing service and expansion of relationships. You will act as the primary contact for assigned market clients and collaborate with internal teams to deliver exceptional service and timely responses.

Required is a minimum of 3 years in banking customer service or treasury management, with strong knowledge of treasury products, deposit accounts, and corporate banking services.

Qualifications

• Extensive knowledge of bank products, services, policies and procedures.
• Self-starter with the ability to work in a fast-paced environment.
• Proficient with Microsoft Office, e-mail, and bank core systems (Salesforce).
• High degree of detail orientation and strong analytical ability.
• Excellent written and verbal communication to clients and internal teams.
• Ability to multi-task and prioritize workflow.

Responsibilities

• Manage the client journey to ensure exceptional services with quick, accurate turnaround times from onboarding to service expansion.
• Identify customer needs and take proactive steps to maintain a positive experience.
• Act as the main point of contact for clients within assigned market verticals.
• Foster partnership and collaboration with internal partners to ensure consistent communication.
• Liaise on behalf of the client and coordinate with internal experts as needed.
• Identify cross-sell opportunities to appropriate business partners.

Skills

Banking knowledge

Customer service

Communication

MS Office

Salesforce

Attention to detail

Team collaboration

Education

High School diploma or GED

Bachelor's degree (preferred)

Tools

Salesforce

Microsoft Office

Bank core systems

Job description

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.
They will work with their assigned commercial servicing team to ensure the client journey is successful from prospect, to onboarding, to service and expansion of relationship.,
Responsibilities Include But Are Not Limited To

• Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Identity cross sale opportunities to appropriate line of business partners.

Required Skills

• Extensive knowledge of all bank products, services, policies and procedures.
• 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 orientation.
• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
• Must be able to multi-task effectively and prioritize workflow.
• Knowledge of Commercial and Corporate Deposit Account Types.
• Knowledge of Treasury Management products, services, core and business online banking platforms.

Required Experience

• High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management.

Preferred Experience

• Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.