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Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times.
Engage assigned team on client onboardings for deposit account and treasury services.
Escalate research requests.
Identify customer needs and take proactive steps to maintain a positive experience.
Act as the main point of contact for clients within assigned market vertical and take ownership of request completion.
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, ensuring continuation of care when additional internal expert involvement is needed.
Identify cross-sale opportunities to appropriate line of business partners.

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, application of sound judgment, and above-average analytical ability.
Excellent written and verbal communication skills required to communicate effectively to both external clients and internal technical project teams.
Ability 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.

Client Service Specialist at Valley Bank

Client Service Specialist