Client Service Specialist

Valley Bank; New Jersey; On-site; USD 60,000 - 75,000; Full time

Job summary

Valley Bank is seeking a Client Experience Specialist in New Jersey to deliver exceptional service for internal and external clients. You will be the lead contact for the client and relationship manager, guiding the journey from onboarding through service and expansion with the assigned commercial servicing team.

You will identify client needs, coordinate with internal partners, and advocate for the client to ensure timely, accurate responses and ongoing care, while spotting cross-sell

Qualifications

• Requires high school diploma or GED with banking/customer service experience.
• Bachelor's degree with experience in commercial/corporate clients preferred.

Responsibilities

• Manage the client journey from onboarding to service and expansion with the assigned commercial servicing team.
• Identify customer needs and take proactive steps to maintain positive experience.
• Act as the main point of contact for clients within the assigned market vertical and own completion of requests.
• Foster partnership with internal business partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client to ensure continuity of care and involve internal experts as needed.
• Identify cross-sell opportunities to the appropriate line of business partners.

Skills

Banking products knowledge

Customer service

Microsoft Office

Detail oriented

Communication

Multi-tasking

Education

High School diploma or GED

Bachelor's degree preferred

Tools

SalesForce

Bank core systems

Microsoft Office

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.

The Client Experience Specialist will provide exceptional service for internal and external clients based on assigned market vertical. They are the lead point of contact for the client and relationship manager. 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.