The Role
Manage a commercial servicing team to deliver high-quality service across assigned market verticals; hire, train, coach and evaluate staff; partner with business units (deposit operations, treasury, product) to ensure consistent processes; implement process improvements; ensure BSA/OFAC compliance and complete required AML/BSA training.
Summary Generated by Built In
Job Summary & ResponsibilitiesResponsibilities include but are not limited to:
Other Responsibilities:
- Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.
- Partner and collaborate with the leaders within the assigned market vertical (Commercial Real Estate, Corporate -Industries, Healthcare, International - Tech, etc.) to ensure consistent communication and elite service is being maintained.
- Train and manage a team of qualified specialists and team leaders to support the assigned market vertical. Conduct hiring, coaching, development and performance evaluations for staff.
- Establish and maintain working relationships with key business partners in deposit operations, customer care, treasury solutions, product team, and other commercial departments.
- Review tasks and implement process improvements and efficiencies. Ensure the team is kept informed of all updated processes and procedures.
Other Responsibilities:
- Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.
- Performs other duties as deemed necessary by management.
Required Skills:
- 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 and application of sound judgment and above average analytical ability.
- Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
- Must be able 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.
Required Experience:
- High School diploma or GED with 5+ years banking experience
- Bachelor's degree or experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.
Skills Required
- Extensive knowledge of all bank products, services, policies and procedures
- Proficient PC skills with Microsoft Office and email
- Experience with bank core systems and support systems such as Salesforce
- High degree of detail orientation
- Ability to perform complex assignments requiring sound judgment and strong analytical ability
- Excellent written and verbal communication skills for external clients and internal 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
- Experience managing, hiring, coaching, developing and performing performance evaluations for staff
- Comply with BSA, USA PATRIOT Act, and OFAC regulations; complete annual BSA training; report suspicious activity
- High School diploma or GED with 5+ years banking experience
- Bachelor's degree or experience working with a variety of Commercial/Corporate businesses (preferred)
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.
