Client Service Specialist

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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 have been the Bank that clients from every industry turn to for expertise, strategies, and advice—building trust that fuels every goal.

The Client Service Specialist will provide exceptional service for internal and external clients based on assigned market vertical. They are the lead point of contact for the client and relationship manager, working with the commercial servicing team to ensure the client journey is successful from prospect, to onboarding, to service and expansion of the relationship.

• Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times, including engaging the assigned team on client onboardings for deposit account and treasury services as well as 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 completion of requests.
• 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 continuity of care when additional internal expert involvement is needed.
• Identify cross‑sale opportunities to 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 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 communication skills to communicate effectively with both external clients and 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.

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

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