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Home Loan Consultant
Valley Bank - NY
Responsibilities include but are not limited to: Meet with potential borrowers to understand their financial goals and homeownership aspirations. Maintain knowledge of various mortgage products. Educate clients about the features, benefits and terms related to the mortgage options. Assists clients with the mortgage application process and collection of necessary docum...
PERSONAL BANKER
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
Client Relationship Associate
Valley Bank - New York, NY
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 re...
CRE Sales Assistant - NYC, NY
Valley Bank - New York, NY
Responsibilities include but are not limited to: Partner with RMs to ensure seamless client onboarding and provide admin support, manage client materials, inquiries, and completing KYC activities. support the RM with KYC activities in both Deposit/Treasury and Loan/Credit activities Coordinate with middle office in ops for deposits & treasury client onboarding execution and servicing.<...
PERSONAL BANKER
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
ABL Loan Origination Associate - NYC, NY
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Partner and collaborate with ABL origination and credit professionals to produce written support of new credit opportunities. Participate in joint calls with business partners to develop customer relationships and support ABL product sales across business lines. Prospect research - qualification. Salesforce.co...
PERSONAL BANKER
Valley Bank - Jericho, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
C&I Commercial Bnkg Relationship Manager - Jericho, NY
Valley Bank - Jericho, NY
Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/centers of influence (COI's) in order...
Service Excellence Manager
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Achieve and maintain a high level of customer service and satisfaction, individually and collectively within the branch. Provides quality customer service through personal contact with customers and prospects in adherence with company policy including, handling customer issues in person or over the phone in researching and resolving iss...
PERSONAL BANKER
Valley Bank - White Plains, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
Service Excellence Manager
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Achieve and maintain a high level of customer service and satisfaction, individually and collectively within the branch. Provides quality customer service through personal contact with customers and prospects in adherence with company policy including, handling customer issues in person or over the phone in researching and resolving iss...
Sr Credit Risk Manager - NYC, NY
Valley Bank - New York, NY
Responsibilities include but are not limited to: Responsible for monitoring on a timely basis the ongoing financial health of an assigned loan portfolio while maintaining the ongoing communication and dialogue with clients in conjunction with the business team for all credit related reporting and business updates. Underwrites and structures new prospective transactions as well...
Wealth Mgmt. Supervision Control Lead
Valley Bank - New York, NY
Responsibilities include but are not limited to: Monitor advisor activities to ensure adherence with firms' policies, regulatory requirements (FINRA, SEC, State Regulations) and industry best practices. Conduct daily, monthly, and quarterly supervisory reviews of advisors' activities, including transaction monitoring and account documentation. Partner with Compliance,...
Incident and Crisis Management Lead
Valley Bank - New York, NY
Responsibilities include but are not limited to: Maintain and update Valley Bank's Incident & Crisis Management (ICM) plan, policies, and documentation in alignment with industry standards and regulations. Lead and coordinate cross-department ICM teams, including activation of the framework during emergencies and providing 24/7 support when required. Conduct risk asse...
PERSONAL BANKER
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...