Commercial Client Advisor

Job Description The Commercial Client Advisor acts as the front line, branch based face of Commercial Services, owning commercial account onboarding and routine servicing activities. This role partners closely with Relationship Managers and Treasury teams to ensure commercial accounts are opened accurately, maintained effectively, and prepared for successful treasury implementation. 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. Requirements 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. Full-time/Part-time Full-time FLSA Non-exempt Location(s) 4405-09 Bergenline Avenue, Union City , New Jersey 07087 , United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Pay Range $23.75 - $39.62 / hour Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. Employee Rights and Protections Employee Polygraph Protection Act Right to Work/E-Verify Family and Medical Leave Act Employer Privacy Policy Equal Opportunity Employer Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic. If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at View phone number on click.appcast.io, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response. 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