Client Success & Onboarding Specialist

Valley National Bank; Morristown (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Valley National Bank is seeking a client services professional to manage the client journey and ensure exceptional service delivery in onboarding for deposit accounts and treasury services. You will engage the team to deliver quick, accurate turnarounds and escalate research requests as needed.

The role requires ownership of client requests, proactive needs assessment, and collaboration with internal partners to maintain consistent communication.

Qualifications

• Responsibilities and client service skills essential.
• Ability to identify customer needs and take proactive steps.

Responsibilities

• 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.

Job description

Valley National Bank is seeking a client services professional to manage the client journey and ensure exceptional service delivery in onboarding for deposit accounts and treasury services. You will engage the team to deliver quick, accurate turnarounds and escalate research requests as needed.

The role requires ownership of client requests, proactive needs assessment, and collaboration with internal partners to maintain consistent communication.