
Commercial Client Advisor
STATEN ISLAND, NYJobSeen todaySeen in employer's feed today
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Job overview
The Commercial Client Advisor serves as the primary in-person servicing contact for Commercial clients, managing requests and transactions from start to finish. The role handles onboarding, account maintenance, money movement, research, problem resolution, and routine Treasury servicing, while communicating with clients and internal partners. It also builds client relationships and refers expansion opportunities to Relationship Managers or Retail partners in accordance with bank policies and controls.
Skills & qualifications
Skills
Full job description
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.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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