Client Relationship Associate - New York, NY

Valley National Bank
United States, New York, New York
Feb 16, 2026
Responsibilities include but are not limited to: * Develop and maintain strong relationships with clients in order to maximize their banking experience. * Act as a liaison between client and all back office departments to ensure prompt and accurate service. * Sell financial products and services. * Proactively contact clients with recommendations. * Utilize resources to conduct effective consultative client conversations. * Examine a client's assets at the Bank. Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs. * Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction. * Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. * Exercise knowledge of risk management, loss prevention and follow all policies and procedures. * Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering. * Perform and process all account maintenance utilizing all resources available. * Provide effective support of sales and operational duties within the International Private Banking Division. * Prepare Inactive/Dormant letters and W8Ben'; send to customers, follow-up on receipt and process with back office. * Serve as backup for International Private Banker.