Client Service Specialist Pipeline

Valley Bank • Morristown, NJ

2d

About The Position

This role focuses on managing the client journey to ensure exceptional services are provided with quick and accurate turnaround times. Responsibilities include engaging the assigned team on client onboardings for deposit account and treasury services, escalating research requests, identifying customer needs, and proactively maintaining a positive client experience. The specialist will act as the main point of contact for clients within their assigned market vertical, taking ownership of request completion. They will foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment, and will liaise and advocate on behalf of the client, ensuring a continuation of care when additional internal expert involvement is needed. Additionally, the role involves identifying cross-sale opportunities to appropriate line of business partners.

Requirements

• 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 communications required to communicate effectively to both external clients as well as 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.

Nice To Haves

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

Responsibilities

• Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times.
• Engage assigned team on client onboardings for deposit account and treasury services.
• Escalate 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.
• Identify cross sale opportunities to appropriate line of business partners.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED