Client Service Specialist Pipeline

Valley National Bank; Morristown, Northern (NJ, KY); Hybrid; USD 33,000 - 55,000; Full time

Job summary

Valley National Bank invites you to join its talent network for current and future Client Service Specialist opportunities across New Jersey, New York, Chicago, IL, and St. Petersburg, FL.

As a Client Service Specialist you will manage the client journey, identify needs, and act as the primary contact for clients in your market. Strong knowledge of banking products and excellent communication are essential to deliver outstanding service and support cross‑sales efforts.

Qualifications

• High School diploma or GED with 3+ years banking experience required.
• Extensive knowledge of bank products, services, policies and procedures.
• Excellent written and verbal communication required.
• Ability to multi-task and prioritize workflow.
• Proficient in MS Office and bank core systems; knowledge of Treasury mgmt.

Responsibilities

• Manage the client journey with fast, accurate onboarding and service.
• Identify customer needs and maintain a positive experience.
• Be main contact for clients within assigned market verticals.
• Collaborate with internal partners to drive communication and alignment.
• Advocate for clients and coordinate with internal experts.
• Identify cross-sale opportunities to appropriate line of business partners.

Skills

Bank products knowledge

Self-motivated

MS Office

SalesForce

Attention to detail

Communication skills

Multi-tasking

Time management

Treasury Management knowledge

Education

High School diploma / GED

Bachelor's degree (preferred)

Tools

Microsoft Office

SalesForce

Job description

Client Service Specialist | Join Our Talent Network

#26-924

Multiple Locations

Job Overview

Join Valley Bank's talent pipeline for current and future Client Service Specialist opportunities in New Jersey, New York, Chicago, IL, and St. Petersburg, FL. Apply to be considered for both current openings and future roles as they become available. Please note that the ability to speak Hebrew will be strongly preferred for some opportunities.

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.

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.

Requirements

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.

Full-time/Part-time

Full-time

FLSA

Non-exempt

$23.75 - $39.62 / hour

Pay Transparency

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at 800-652-6500, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.

EEO is the Law

ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service