The Role
Provides end-to-end in-person servicing for Commercial banking clients, including onboarding, account maintenance, money movement, treasury servicing, research, issue resolution, and transaction decisioning. Maintains clear communication, ensures policy and documentation compliance, builds client relationships, and identifies opportunities for Commercial, Treasury, Consumer, and SMB products while coordinating referrals to relationship managers and retail partners.
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
- High school diploma or GED equivalent
- Minimum 3 years of banking experience in customer service or treasury management
- Experience supporting Commercial clients in a servicing capacity
- Working knowledge of Commercial banking products, servicing workflows, and enabling systems
- Excellent interpersonal, client service, relationship management, written, and verbal communication skills
- Ability to manage client requests independently from intake through resolution
- Strong attention to detail, organization, accuracy, and policy compliance
- Strong analytical, problem-solving, and decision-making skills
- Ability to work effectively in a branch environment while supporting branch-based and centralized Commercial workloads
- Bachelor's degree
- Experience working with a variety of Commercial and Industrial clients
- Knowledge of branch operations
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.
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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.
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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.
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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.
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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.
