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Valley Bank · 2 days ago

Digital Account Review Specialist

Clifton, NJ

Full-time

Onsite

Mid Level

3+ years exp

Valley Bank is seeking a Digital Account Review Specialist to assist customers with their digital account inquiries and applications. The role involves reviewing account applications, managing customer communications, and ensuring compliance with departmental policies.

Banking

H1B Sponsor Likely

Responsibilities

Assist customers over the phone with inquiries regarding their digital account applications related to application status, eligibility of account, required documentation and provide guidance on the process

Review and verify digital account applications for accuracy, completeness, and in line with departmental policies and procedures

Request and review any supporting documentation provided by the applicant(s) related to their online application

Monitor and manage department's inbox and CRM cases to respond appropriately to customers and departments with their request

Communicate appropriately with internal departments (Fraud Risk Management, Deposit Operations, AML - Compliance) and digital customers as it relates to the review and processing of digital applications

Assist Customers with various account servicing requests: closure of accounts, wire transfers, account maintenance, account restrictions, etc

Restrict accounts to identify missing or invalid information; contact customer to obtain missing/invalid information; ensure documentation received is within department guidelines

Report suspicious activity/accounts via appropriate channels (Department Supervisor/Manager, Fraud Activity Referral, UAR, etc.)

Respond to and troubleshoot customer inquiries related to technical issues with the digital application platform and work with internal teams to resolve issues related to system functionality, user error or data discrepancies

Assist in department reporting of online account review statistics, as well as ad-hoc reporting to review department workflow/volume

Identify opportunities to cross-sell relevant financial products and services based on the customer's needs and profile

Assist with User Acceptance Testing (UAT)

Qualification

Microsoft OfficeVerbal communicationWritten communicationAnalytical skillsAccount exception recognitionTime managementMulti-project handlingCross-sellingUser Acceptance Testing

Required

Strong verbal and written communication skills

Knowledge of Microsoft Office (including Outlook, Word and Excel)

Knowledge of online opening procedures

Effective analytical and time management skills

Ability to recognize and question account exceptions

Ability to follow through on inquiries/issues through resolution and escalate as appropriate

Ability to handle multiple projects simultaneously, prioritize tasks and responsibilities

High school diploma or GED and a minimum of 3 years' related experience

Preferred

Associate's degree or some college preferred

Branch account opening, CRM and/or platform experience preferred

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (18)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)