Valley Bank

Client Service Partner

Valley Bank  •  New York City, NY (Onsite)  •  4 days ago
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Job Description

Responsibilities include but are not limited to:
  • Partner with Client Service Specialists to support complex client servicing needs
  • Independently execute complex treasury activities, including manual wire requests, exception processing and time sensitive transactions, ensuring accuracy and timely completion.
  • Apply sound operational judgement within established control frameworks to identify, escalate and resolve servicing issues while ensuring compliance with policies and procedures.
  • Coordinate across Fulfillment Operations (onshore/offshore) and Products teams to drive issue resolution, improve workflows and deliver consistent, high-quality client experience.
  • Assist with intake review and document quality control for new account onboarding and treasury fulfillment requests, ensuring submissions are complete and accurate and aligned with operational and compliance requirements prior to processing.
Qualifications
Required Skills:
  • Strong knowledge of Commercial and Corporate Deposit Account Types.
  • Strong knowledge of Treasury Management products, services, core and business online banking platforms.
  • Strong Treasury operations knowledge.
  • Ability to manage complex requests independently.
  • High attention to detail.
  • Strong problem solving and cross coordination skills.
  • Client-focused mindset with commitment to service excellence.
  • Strong interpersonal, verbal and written communication skills.
Required Experience:
  • High School diploma or GED equivalent and a minimum of 3 years of banking experience in customer service or treasury management/operations.
Preferred Experience:
  • 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.
Valley Bank

About Valley Bank

At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927.

For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small.

We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed.

©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Morristown, New Jersey
Year Founded
1927
Website
valley.com
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