Growth-Driven Relationship Banker

Valley Bank

Cedar Grove (NJ)

On-site

USD 42,000 - 60,000

Full time

2 days ago
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Job summary

Valley Bank is seeking a Relationship Banker to grow branch relationships by deepening existing accounts and acquiring new ones through proactive cross-selling and sales discipline. You will deliver exceptional service aligned with our mission, educate customers on bank products, and present a confident, professional demeanor to build trust.

Responsibilities include conducting financial needs assessments, opening new accounts (checking, savings, CDs, IRAs), promoting online and mobile banking,

Qualifications

  • High School Diploma or GED or equivalent.
  • Associates or Bachelors degree in accounting, business, finance, economics or related field preferred.
  • Experience with FIS/IBS banking solutions is a plus.

Responsibilities

  • Grow existing customer relationships and acquire new ones through sales execution, lead management, and cross selling.
  • Deliver exceptional customer service aligned with the bank's mission in a professional and solution oriented manner.
  • Maintain knowledge of bank products and services and cross-sell to meet financial needs.
  • Present a confident, professional demeanor to establish trust and recommend financial solutions.
  • Meet with customers for financial needs assessments; open accounts (checking, savings, CDs, IRAs) and discuss/sell loans.
  • Promote online and mobile banking capabilities.
  • Meet customer expectations and support service quality; participate in the sales referral process and coaching of staff.
  • Process transactions accurately; balance cash drawer and operate teller equipment.
  • Serve as Vault Teller managing currency and coin orders within limits.
  • Participate in community events and CRA initiatives.
  • Report significant matters to management with awareness of compliance and regulations.
  • Adhere to bank policies and code of conduct.

Skills

Communication
Customer service
Analytical thinking
Decision making
Instruction comprehension
Retail banking
Detail oriented
Multitasking
Computer skills

Education

High School Diploma or GED
Associates or Bachelors degree in accounting/business/finance/economics

Tools

FIS IBS

Job description

Valley Bank is seeking a Relationship Banker to grow branch relationships by deepening existing accounts and acquiring new ones through proactive cross-selling and sales discipline. You will deliver exceptional service aligned with our mission, educate customers on bank products, and present a confident, professional demeanor to build trust.

Responsibilities include conducting financial needs assessments, opening new accounts (checking, savings, CDs, IRAs), promoting online and mobile banking,

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