Client Service Specialist | Join Our Talent Network

vnbcareers; New Jersey; On-site; USD 60,000 - 90,000; Full time

Job summary

vnbcareers is seeking a client service-focused professional to manage a seamless client journey across onboarding for deposit accounts and treasury services within the assigned market. You will partner with internal teams to ensure quick turnarounds and outstanding service, acting as the primary client contact and advocating for client needs.

The role emphasizes proactive relationship management, attention to detail, and the ability to identify cross-sale opportunities while maintaining strong

Qualifications

• Bachelor-level knowledge of banking products, services and policies.
• Experience working in fast-paced environments with rapid turnaround.
• Proficient with Microsoft Office, email, and Salesforce.
• Strong attention to detail and accuracy.
• Able to analyze complex information and apply sound judgment.

Responsibilities

• Manage the client journey to ensure exceptional services with quick, accurate turnaround times, including onboarding for deposit accounts and treasury services and escalating research requests.
• Identify customer needs and take proactive steps to maintain a positive experience.
• Act as the main point of contact for clients within the assigned market vertical and take ownership of completing requests.
• 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, ensuring continued care when additional internal expert involvement is needed.
• Identify cross-sale opportunities to appropriate line of business partners.

Skills

Banking knowledge

Self-motivation

Microsoft Office

Salesforce

Detail oriented

Analytical skills

Communication skills

Multi-tasking

Deposit accounts

Treasury management

Online banking platforms

Education

High school diploma or GED

Bachelor's degree (preferred)

Job description

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.