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Client Service Partner
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-01
Listing for:
Valley National Bank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
Responsibilities
- 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, elevate 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.
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