Manager, Client Services

Valley National Bank; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Valley National Bank is seeking a senior Servicing Manager to lead the Corporate and Middle Market Commercial Servicing team in New York. You will guide cross-functional collaboration with market verticals such as CRE, Corporate industries, Healthcare, and International Tech to uphold elite service standards.

You will train and manage specialists, drive hiring and performance reviews, and foster strong partnerships with deposit operations, customer care, treasury solutions and product teams,

Responsibilities

• Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.
• Collaborate with leaders across 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.
• 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

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.