Client Service Specialist jobs in United States
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Valley Bank ยท 1 day ago

Client Service Specialist

Valley Bank is a leading relationship bank focused on client growth and trust. The Client Experience Specialist will provide exceptional service for internal and external clients, managing the client journey from onboarding to service and relationship expansion.

Banking
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H1B Sponsor Likelynote

Responsibilities

Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating 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
Identity cross sale opportunities to appropriate line of business partners

Qualification

Bank products knowledgeTreasury Management knowledgeSalesForceMicrosoft OfficeCommercial Deposit AccountsDetail orientationAnalytical abilityMulti-taskingCommunication skills

Required

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

Preferred

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

Company

Valley Bank

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Valley National Bank is a regional financial institution

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)

Funding

Current Stage
Late Stage

Leadership Team

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Curt Lang
Chief Banking Officer, New Jersey
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Sanjay Sidhwani
Chief Data & Analytics Officer
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Company data provided by crunchbase