Commercial Client Advisor

Commercial Client Advisor

Valley National Bank

United States, Florida, Tampa

Aug 11, 2026

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.