Growth-Driven Relationship Banker

Valley Bank; Huntington Station (NY); On-site; USD 52,000 - 68,000; Full time

Job summary

Valley Bank is seeking a Banking Service Professional to support sales and service inside a banking office, educate clients, and promote Valley's banking solutions. You will perform teller and platform transactions and help branch management meet service standards.

You will focus on growing relationships, open new accounts (checking, savings, CDs, IRAs), discuss loan products, and use online and mobile banking tools to serve customers while maintaining accuracy and compliance.

Qualifications

• High School Diploma or GED required.
• At least 1 year of business services experience in branch banking or completion of Valley Retail training.
• Associates or Bachelor's degree is preferred for advanced roles.

Responsibilities

• Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
• Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
• Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
• Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
• Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
• Demonstrates and promotes online and mobile banking capabilities.
• Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
• Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
• Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
• Participate in community events and supports CRA initiatives, activities, and programs.
• Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
• Adhere to the bank's code of conduct and all policies and procedures.

Skills

Verbal and written communication

Customer service

Interpersonal skills

Analytical and problem solving

Retail banking knowledge

Multi-tasking and organization

Education

High School Diploma or GED

Associates or Bachelor's degree preferred

Job description

Valley Bank is seeking a Banking Service Professional to support sales and service inside a banking office, educate clients, and promote Valley's banking solutions. You will perform teller and platform transactions and help branch management meet service standards.

You will focus on growing relationships, open new accounts (checking, savings, CDs, IRAs), discuss loan products, and use online and mobile banking tools to serve customers while maintaining accuracy and compliance.