The Role
Provide front-line client support for private banking: handle online account openings, account maintenance, wires, client inquiries, data entry, recordkeeping, administrative tasks, and ensure BSA/AML/OFAC compliance and reporting.
Summary Generated by Built In
Job Summary & Responsibilities Preferred Qualifications
The IPB Client Services Associate will be responsible for interfacing with clients and prospective clients to build productive relationships and provide outstanding administrative support and service. The individual is responsible for handling client inquiries and providing resolution of issues, leveraging knowledge of bank policies, procedures and systems. The position will also handle account openings for online banking accounts, general account maintenance and transactions, providing support and back-up to IPB Private Bank Associates, as needed.
Responsibilities include but are not limited to:
- Providing superior service to clients in a professional manner, ensuring a personalized client experience at each touch point.
- Handle online banking account openings and assist IPB Bankers with tasks including wires and account maintenance.
- Entering and maintaining client information on computer database.
- Tracking and organizing client information and records for department.
- Handling various information inquiries from clients and associates.
- Assisting with a variety of administrative tasks including invoicing, copying, mailings, booking conference rooms.
- Answering incoming calls in a professional manner, forwarding and screening accordingly and keeping call log.
- Helping maintain workplace security by managing visitor logs, managing temporary access cards as needed.
Other Responsibilities:
- Perform other duties as deemed necessary by supervisor.
- Comply with all regulations pertaining to BSA, USA Patriot Act and the OFAC; 2) Complete annual BSA training; 3) Report suspicions of criminal activity or any attempt to avoid BSA reporting requirements on the part of the customers or employees, to the AML/BSA Compliance Department. 4) Ensure that BSA training requirements are completed by staff.
Required Skills:
- Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
- Understanding of banking principles and how checking accounts and brokerage accounts work.
- Strong written and verbal communication skills in English and Spanish. Professional email messaging skills.
- Strong proofing and editing skills, including formatting.
- Competency in Microsoft Office applications such as Word, Excel and PowerPoint.
- Proficient PC skills including email, record keeping, database activity.
- Detail oriented with excellent problem-solving skills.
- Ability to prioritize, multi-task, organize, and execute complex assignments to completion.
- Ability to interpret a variety of instructions furnished in written, oral or schedule form and apply sound judgment.
- Ability to retain knowledge of department functions, systems and policies.
Required Experience:
- High School Diploma or GED and a minimum of 3 years in client services role in financial services.
- Must be fluent in English and Spanish.
- Portuguese and Hebrew are a plus preferred.
Skills Required
- Client service orientation with high professional and personal integrity
- Understanding of banking principles and checking and brokerage account operations
- Fluency in English and Spanish (written and verbal)
- Professional email messaging skills
- Strong proofing and editing skills, including formatting
- Competency in Microsoft Office applications (Word, Excel, PowerPoint)
- Proficient PC skills including email, record keeping, and database activity
- Detail oriented with excellent problem-solving skills
- Ability to prioritize, multi-task, organize, and execute complex assignments to completion
- Ability to interpret written, oral, or scheduled instructions and apply sound judgment
- Ability to retain knowledge of department functions, systems and policies
- Comply with BSA, USA Patriot Act and OFAC regulations; complete annual BSA training and report suspicious activity to AML/BSA Compliance
- High School Diploma or GED and minimum of 3 years in a client services role in financial services
- Portuguese and Hebrew language skills
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.
