Valley Bank Verified
Banking, Financial Services
Client Service Specialist Pipeline
Morristown, NJOnsiteFull TimePosted 1 month ago
Required skills
- banking experience
- customer service
- treasury management
- Microsoft Office
- SalesForce
- Commercial Deposit Account Types
- Treasury Management products
- online banking platforms
- analytical ability
- detail orientation
Nice to have
- Commercial Real Estate
- Healthcare
- Government entities
- Commercial and Industrial entities
Role summary
The Client Service Specialist Pipeline role focuses on managing the client journey within the banking sector, ensuring exceptional service delivery and accurate turnaround times. Responsibilities include acting as the main point of contact for clients, identifying customer needs, fostering internal partnerships, and identifying cross-sell opportunities. Key qualifications include extensive knowledge of bank products and procedures, proficiency in Microsoft Office and Salesforce, strong analytical and communication skills, and at least 3 years of banking experience in customer service or treasury management. Preferred qualifications include a Bachelor's degree and experience with various commercial/corporate business sectors.
Responsibilities include but are not limited to:
- Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.
- Identify customer needs and take proactive steps to maintain positive experience.
- Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
- Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
- Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
- Identity cross sale opportunities to appropriate line of business partners.
- 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.
- High School diploma or GED with a minimum of 3 years of banking experience in customer service or treasury management.
- Bachelor's degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.
