Valley Bank
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Customer Care Specialist (Call Center)
role at
Valley Bank
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.
At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients—that includes all our associates as well.
The Customer Service Specialist provides best-in-class customer care across Valley's key channels such as telephone, email, Live Chat, and Social Media.
Responsibilities
Follow bank established guidelines regarding customer service and deliver an exceptional customer experience in accordance with Valley's mission statement.
Manage all customer issues while maintaining the highest level of professionalism, providing thoughtful prompt resolution with empathy, and ensuring a consistent voice with the ongoing goal of establishing a positive customer experience.
Answer a high volume of phone calls, respond to e‑mails, and handle various communication channels from clients regarding balances, transactions, debit card usage/limits, internet banking, and other general banking queries.
Maintain proficient knowledge of bank products and services and educate customers on such, as well as cross‑sell various products and services.
Take ownership of issues to resolution and Escalate unresolved issues through proper channels.
Achieve individual sales, referral, and service‑quality goals.
Develop referrals from prospects calling to inquire on bank products and services.
Provide operational support and troubleshoot issues for various digital banking products such as Online Banking, Remote Deposit Capture, Mobile Banking, Mobile Deposit, and Mobile Wallet/Bill Pay.
Required Skills
Excellent verbal and written communication skills.
Strong customer‑service skills with the ability to engage customers in conversation regarding products and services.
Proficient computer skills; ability to understand and utilize multiple systems, computers and databases.
Demonstrate a working knowledge of bank products, services, and policies.
Ability to solve practical problems.
Professional manner and team spirit.
Self‑driven with a positive outlook and the ability to demonstrate confidence, tact, patience, and diplomacy while dealing with customers.
Detail oriented and organized.
Required Experience
High School Diploma or GED and a minimum of two years' high‑volume call‑center experience, teller or branch banking experience.
Bilingual preferred.
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Customer Care Specialist (Call Center)
role at
Valley Bank
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.
At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients—that includes all our associates as well.
The Customer Service Specialist provides best-in-class customer care across Valley's key channels such as telephone, email, Live Chat, and Social Media.
Responsibilities
Follow bank established guidelines regarding customer service and deliver an exceptional customer experience in accordance with Valley's mission statement.
Manage all customer issues while maintaining the highest level of professionalism, providing thoughtful prompt resolution with empathy, and ensuring a consistent voice with the ongoing goal of establishing a positive customer experience.
Answer a high volume of phone calls, respond to e‑mails, and handle various communication channels from clients regarding balances, transactions, debit card usage/limits, internet banking, and other general banking queries.
Maintain proficient knowledge of bank products and services and educate customers on such, as well as cross‑sell various products and services.
Take ownership of issues to resolution and Escalate unresolved issues through proper channels.
Achieve individual sales, referral, and service‑quality goals.
Develop referrals from prospects calling to inquire on bank products and services.
Provide operational support and troubleshoot issues for various digital banking products such as Online Banking, Remote Deposit Capture, Mobile Banking, Mobile Deposit, and Mobile Wallet/Bill Pay.
Required Skills
Excellent verbal and written communication skills.
Strong customer‑service skills with the ability to engage customers in conversation regarding products and services.
Proficient computer skills; ability to understand and utilize multiple systems, computers and databases.
Demonstrate a working knowledge of bank products, services, and policies.
Ability to solve practical problems.
Professional manner and team spirit.
Self‑driven with a positive outlook and the ability to demonstrate confidence, tact, patience, and diplomacy while dealing with customers.
Detail oriented and organized.
Required Experience
High School Diploma or GED and a minimum of two years' high‑volume call‑center experience, teller or branch banking experience.
Bilingual preferred.
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