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Open nowFirst seen 5 days ago

Commercial Client Advisor

Valley National Bank181 open roles

Where
Staten Island, NY, USA
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Your applicationOpen nowCommercial Client AdvisorValley National Bank · Staten Island, NY, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Valley National Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Valley National Bank postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

Valley National Bank median: 2 days open

The posting

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.

Required Skills:

  • Excellent interpersonal, client service, and relationship management skills, with the ability to independently manage Commercial client interactions and deliver responsive, professional, and solutions-oriented service.
  • Ownership mindset with ability to manage multiple requests end-to-end, independently move requests forward, resolve obstacles, and drive work from intake through resolution with strong follow-through and accountability.
  • Experience supporting Commercial clients in a servicing capacity. Working knowledge of Commercial banking products, servicing workflows, and enabling systems.
  • Excellent written and verbal communication skills, including the ability to write correspondence clearly and appropriately, provide timely updates, and accurately explain products, and servicing expectations to clients and internal partners.
  • Strong attention to detail and the ability to follow policies, procedures, and documentation standards while maintaining quality, accuracy, and compliance.
  • Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve routine to moderately complex customer issues.
  • Strong organization skills and a high degree of accuracy in documentation, tracking, and follow-up.
  • Ability to work effectively in a branch environment while supporting both branch based and centralized Commercial workloads.

Required Experience:

  • High School diploma or GED equivalent with a minimum of 3 years banking experience in customer service or treasury management.

Preferred Experience:

  • Bachelor's Degree plus experience in working with a variety of Commercial & Industrial clients, including knowledge of branch operations a plus.
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  1. A CV for this posting

    Written against Valley National Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Valley National Bank's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Valley National Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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