Client Service Specialist

Valley Bank; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Valley Bank is a leading relationship bank committed to growth, with extensive experience across diverse industries and communities across the United States.

The Client Experience Specialist will serve as the lead point of contact for internal and external clients, coordinating with the commercial servicing team to ensure a successful journey from prospecting and onboarding to ongoing service and expansion of the relationship.

Qualifications

• Minimum 3 years of banking experience in customer service or treasury management.
• High School diploma or GED required.
• Bachelor's degree plus experience in Commercial/Corporate sectors preferred.

Responsibilities

• Manage the client journey to provide exceptional service with fast, accurate turnarounds.
• Identify customer needs and take proactive steps to maintain a positive experience.
• Be the main point of contact for clients in the assigned market vertical.
• Foster partnership with internal partners to ensure consistent communication.
• Advocate for the client and coordinate specialist involvement as needed.
• Identify cross-sale opportunities with appropriate line of business partners.

Skills

Bank products knowledge

Self-motivation

MS Office

Attention to detail

Communication

Multi-tasking

Deposit products

Treasury platforms

Education

High School diploma or GED

Bachelor's degree preferred

Tools

SalesForce

Core banking 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.

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.