Client Experience Specialist - Dudley Ventures

Job Overview

The Client Experience Specialist - DV will provide exceptional service for Dudley Ventures ("DV"),a subsidiary of Valley National Bancorp, which provides investment and advisory services specializing in congressionally sanctioned tax credits and other tax advantaged investments .This role will be the lead point of contact to onboard all DV client deposit accounts, maintain deposit maintenance and ensure the client journey is successful from prospect, to onboarding, to service and expansion of banking relationship.

Job Description

Responsibilities include but are not limited to:

• Manage the client experience to ensure exceptional service is provided with quick and accurate turnaround times, including preparing and reviewing all necessary documents for deposit accounts, completing treasury services as necessary, and escalating research requests.
• Process complex flow of funds involving sequenced money movement to the multiple parties involved in tax credit structures.
• Identify DV customer needs and take proactive steps to maintain a positive experience.
• Act as the main treasury management point of contact for DV clients and take ownership of the completion of all requests.
• Foster a culture of partnership and collaboration with internal business partners to drive alignment of consistent communication.
• Act as a liaison and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
• Performs other duties as deemed necessary by management.

Requirements

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.
• Minimum of 3 years of banking experience in customer service or treasury management.

Preferred Experience:

• Bachelor's degree.
• Experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc.