Client Service Specialist

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At Valley Bank, we believe in people’s growth potential. We invest in it, protect it, and focus it. For nearly 100 years, we have been the relationship bank that clients from every industry turn to for our expertise, strategies, and advice—building the trust that fuels every goal.

The Client Experience Specialist will provide exceptional service for internal and external clients based on assigned market vertical. The role is the lead point of contact for the client and relationship manager and works with the commercial servicing team to ensure the client journey—prospect, onboarding, ongoing service, and relationship expansion—is successful.

• Manage the client journey to ensure exceptional services with quick and accurate turnaround times, including engaging the team on client 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 request completion.
• Foster a culture of partnership and collaboration with internal partners to drive consistent communication and alignment.
• Liaise and advocate on behalf of the client and ensure continuity of care when additional internal expert involvement is needed.
• Identify cross‑sale opportunities for appropriate line of business partners.

• 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, e‑mail, core banking 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, sound judgment, and above‑average analytical ability.
• Excellent written and verbal communication skills to interact effectively with external clients and internal 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.

• High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management.

• Bachelor’s degree plus experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, and Industrial entities.

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