Personal Banker

Description

Join to apply for the Personal Banker role at Valley Bank

1 day ago Be among the first 25 applicants

Join to apply for the Personal Banker role at Valley Bank

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.

- Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.

- Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.

- Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.

- Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.

- Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.

- Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.

- Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

- Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.

Seniority level

- Seniority levelEntry level

Employment type

- Employment typeFull-time

Job function

- Job functionSales and Customer Service

- IndustriesBanking

Referrals increase your chances of interviewing at Valley Bank by 2x

Sign in to set job alerts for “Personal Banker” roles.

GBM - Private, Banker - CMG- FIG, Analyst - New York

Millburn, NJ $46,800.00-$74,750.00 2 months ago

GBM, Private, ECM Analyst Banker, - New York

Millburn, NJ $46,800.00-$74,750.00 2 months ago

New York, NY $250,000.00-$500,000.00 2 weeks ago

Citi Private Bank - UHNW Banker - Director

New York, NY $170,000.00-$300,000.00 5 days ago

Assistant Branch Manager - South Plainfield

South Plainfield, NJ $57,802.00-$73,202.00 2 months ago

Associate Relationship Manager, Corporate & Institutional Banking

Nutley, NJ $46,800.00-$74,750.00 1 week ago

Citi Wealth / Private Bank - HNW Banker - C15/Dir

New York, NY $200,000.00-$300,000.00 1 week ago

Commercial Banking Relationship Manager (NYC)

New York City Metropolitan Area $110,600.00-$195,700.00 1 week ago

Hoboken, NJ $46,800.00-$74,750.00 1 month ago

Madison, NJ $57,802.00-$73,202.00 1 month ago

Personal Banker SAFE Act - Montague Street Branch

New York, NY $220,000.00-$415,000.00 3 months ago

Investment Banking Division Executive Assistant - New York

New York, NY $65,000.00-$250,000.00 2 months ago

Senior Investment Banker - Private Funds Group

New York, NY $400,000.00-$500,000.00 3 days ago

Citi Wealth - Wealth Relationship Manager - Manhattan

New York, NY $88,400.00-$132,600.00 2 weeks ago

J.P. Morgan Advisors - Relationship Manager - New York, NY

Personal Banker SAFE Act - 90 Park Avenue Branch

Business Relationship Manager I- Officer

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr