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Client Service Partner

Valley National Bank

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Responsibilities include but are not limited to:
  • Partner with Client Service Specialists to support complex client servicing needs
  • Independently execute complex treasury activities, including manual wire requests, exception processing and time sensitive transactions, ensuring accuracy and timely completion.
  • Apply sound operational judgement within established control frameworks to identify, escalate and resolve servicing issues while ensuring compliance with policies and procedures.
  • Coordinate across Fulfillment Operations (onshore/offshore) and Products teams to drive issue resolution, improve workflows and deliver consistent, high-quality client experience.
  • Assist with intake review and document quality control for new account onboarding and treasury fulfillment requests, ensuring submissions are complete and accurate and aligned with operational and compliance requirements prior to processing.

Valley National Bank is an Equal Opportunity / Affirmative Action Employer. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or other legally protected characteristics, and will not be discriminated against on the basis of disability.

 

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