Commercial Client Advisor

Valley Bank • Plainfield, NJ

6d • Onsite

About The Position

This role serves as the primary in-person contact for Commercial clients, managing service requests from start to finish with a focus on responsive, professional, and solution-oriented support. The advisor will execute various Commercial servicing transactions, including onboarding, account maintenance, money movement, research, and problem resolution. They will also perform transaction error decisioning and basic Treasury servicing activities within established guidelines, applying sound judgment and escalating issues as needed. Maintaining clear and timely communication with clients and internal partners is crucial, as is building and deepening client relationships through reliable service and professional engagement. Additionally, the advisor will identify and refer expansion opportunities to appropriate partners while adhering to bank policies.

Requirements

• Excellent interpersonal, client service, and relationship management skills, with the ability to independently manage Commercial client interactions and deliver responsive, professional, and solutions-oriented service.
• Ownership mindset with ability to manage multiple requests end-to-end, independently move requests forward, resolve obstacles, and drive work from intake through resolution with strong follow-through and accountability.
• Experience supporting Commercial clients in a servicing capacity.
• Working knowledge of Commercial banking products, servicing workflows, and enabling systems.
• Excellent written and verbal communication skills, including the ability to write correspondence clearly and appropriately, provide timely updates, and accurately explain products, and servicing expectations to clients and internal partners.
• Strong attention to detail and the ability to follow policies, procedures, and documentation standards while maintaining quality, accuracy, and compliance.
• Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve routine to moderately complex customer issues.
• Strong organization skills and a high degree of accuracy in documentation, tracking, and follow-up.
• Ability to work effectively in a branch environment while supporting both branch based and centralized Commercial workloads.
• High School diploma or GED equivalent
• Minimum of 3 years banking experience in customer service or treasury management.

Nice To Haves

• Bachelor's Degree
• Experience in working with a variety of Commercial & Industrial clients
• Knowledge of branch operations

Responsibilities

• Act as the primary in-person Commercial client servicing contact, managing service requests end to end with responsive, professional, and solution-oriented support.
• Execute Commercial servicing transactions, including onboarding, account maintenance, money movement, research, problem resolution, and routine service needs.
• Perform transaction error decisioning and basic Treasury servicing activities within established guidelines, applying sound judgment and escalating issues as appropriate.
• Maintain clear, timely communication with Commercial clients and internal partners, setting expectations, providing updates, and closing the loop on completed work.
• Build and deepen Commercial client relationships through reliable service, strong follow-through, and professional engagement.
• Identify and refer Commercial, Treasury, Consumer, and SMB expansion opportunities to Relationship Managers or Retail partners, ensuring warm handoffs while adhering to bank policies and controls.

What This Job Offers

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