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Valley National Bank
Client Service Specialist
Career Insights for Client Service Representative / Associate
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Based on New Jersey data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$45,890 / year median in New Jersey
-19% projected decline
Job Description
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.