The Role
Serve as primary in-person commercial client service contact handling onboarding, account maintenance, money movement, research, error decisioning, and routine treasury servicing. Communicate clearly with clients and internal partners, resolve issues, escalate as needed, document work, and identify referral opportunities to Relationship Managers or Retail partners while following policies and controls.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
- Act as the primary in-person Commercial client servicing contact, managing service requests end to end with responsive, professional, and solution-oriented support.
- 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 activities within established guidelines, applying sound judgment and escalating issues as appropriate.
- Maintain clear, timely communication with Commercial clients and internal partners, setting expectations, providing updates, and closing the loop on completed work.
- Build and deepen Commercial client relationships through reliable service, strong follow-through, and professional engagement.
- Identify and refer Commercial, Treasury, Consumer, and SMB expansion opportunities to Relationship Managers or Retail partners, ensuring warm handoffs while adhering to bank policies and controls.
Required Skills:
- Excellent interpersonal, client service, and relationship management skills, with the ability to independently manage Commercial client interactions and deliver responsive, professional, and solutions-oriented service.
- Ownership mindset with ability to manage multiple requests end-to-end, independently move requests forward, resolve obstacles, and drive work from intake through resolution with strong 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 the ability to write correspondence clearly and appropriately, provide timely updates, and accurately explain products, and servicing expectations to clients and internal partners.
- Strong attention to detail and the ability to follow policies, procedures, and documentation standards while maintaining quality, accuracy, and compliance.
- Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve routine to moderately complex customer issues.
- Strong organization skills and a high degree of accuracy in documentation, tracking, and follow-up.
- Ability to work effectively in a branch environment while supporting both branch based and centralized Commercial workloads.
Required Experience:
- High School diploma or GED equivalent with a minimum of 3 years banking experience in customer service or treasury management.
Preferred Experience:
- Bachelor's Degree plus experience in working with a variety of Commercial & Industrial clients, including knowledge of branch operations a plus.
Skills Required
- Excellent interpersonal, client service, and relationship management skills
- Ownership mindset with ability to manage multiple requests end-to-end and drive resolution
- 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 and status updates
- Strong attention to detail and ability to follow policies, procedures, and documentation standards
- Strong analytical, problem solving, and decision-making skills for routine to moderately complex issues
- Strong organization skills and high accuracy in documentation, tracking, and follow-up
- Ability to work effectively in a branch environment supporting both branch-based and centralized Commercial workloads
- High School diploma or GED equivalent
- Minimum of 3 years banking experience in customer service or treasury management
- Bachelor's Degree and experience with a variety of Commercial & Industrial clients; branch operations knowledge a plus
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
-
Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
-
Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
-
Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
Valley Bank Insights
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
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.
