Manager, Client Services

Valley National Bank; Chicago (IL); On-site; USD 75,000 - 115,000; Full time

Job summary

Valley National Bank is seeking a supervisor for the Corporate and Middle Market Commercial Servicing team to deliver elite service. You will partner with leaders across market verticals such as CRE, Corporate industries and Healthcare to ensure clear communication.

You will train and manage a team of specialists, establish key relationships with deposit operations, customer care, treasury solutions and product teams, review tasks for improvements, and ensure BSA/OFAC training compliance.

Responsibilities

• Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.
• Partner with leaders within the market vertical to ensure consistent communication and elite service.
• Train and manage a team of qualified specialists and team leaders; conduct hiring, coaching and evaluations for staff.
• Establish and maintain relationships with key business partners in deposit operations, customer care, treasury solutions, product team, and other commercial departments.
• Review tasks and implement process improvements and efficiencies. Ensure the team is kept informed of updated processes and procedures.
• Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
• Performs other duties as deemed necessary by management.

Job description

Responsibilities

include but are not limited to:

• Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.
• Partner and collaborate with the leaders within the assigned market vertical (Commercial Real Estate, Corporate -Industries, Healthcare, International - Tech, etc.) to ensure consistent communication and elite service is being maintained.
• Train and manage a team of qualified specialists and team leaders to support the assigned market vertical. Conduct hiring, coaching, development and performance evaluations for staff.
• Establish and maintain working relationships with key business partners in deposit operations, customer care, treasury solutions, product team, and other commercial departments.
• Review tasks and implement process improvements and efficiencies. Ensure the team is kept informed of all updated processes and procedures.

Other Responsibilities

• Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
• Performs other duties as deemed necessary by management.