Commercial Client Advisor

Valley Bank • New York, NY

1d • Onsite

About The Position

The Commercial Client Advisor is the primary in-person servicing contact for Commercial clients, managing service requests from intake through resolution. The role handles Commercial servicing transactions and routine Treasury servicing, communicates proactively with clients and internal partners, and builds client relationships through reliable, professional support. The advisor also identifies expansion opportunities and refers them to Relationship Managers or Retail partners while following bank policies and controls. The position works in a branch environment while supporting both branch-based and centralized Commercial workloads.

Requirements

• Excellent interpersonal, client service, and relationship management skills, including the ability to independently manage Commercial client interactions and provide responsive, professional, solutions-oriented service.
• Ownership mindset and ability to manage multiple requests end to end, move requests forward independently, resolve obstacles, and maintain 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 clear correspondence, timely updates, and accurate explanations of products and servicing expectations to clients and internal partners.
• Strong attention to detail and ability to follow policies, procedures, and documentation standards while maintaining quality, accuracy, and compliance.
• Strong analytical, problem-solving, and decision-making skills to uncover and resolve routine to moderately complex customer issues.
• Strong organizational skills and a high degree of accuracy in documentation, tracking, and follow-up.
• Ability to work effectively in a branch environment while supporting branch-based and centralized Commercial workloads.
• High school diploma or GED equivalent.
• At least 3 years of banking experience in customer service or treasury management.

Nice To Haves

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

Responsibilities

• Serve as the primary in-person Commercial client servicing contact and manage service requests end to end.
• 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 within established guidelines; use sound judgment and escalate issues as appropriate.
• Communicate clearly and promptly with Commercial clients and internal partners, set expectations, provide updates, and close the loop on completed work.
• Build and deepen Commercial client relationships through reliable service, follow-through, and professional engagement.
• Identify and refer Commercial, Treasury, Consumer, and SMB expansion opportunities to Relationship Managers or Retail partners, providing warm handoffs and adhering to bank policies and controls.

What This Job Offers

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