Growth-Focused Relationship Banker

Valley National Bank; Hauppauge (NY); On-site; USD 28,000 - 47,000; Full time

Job summary

Valley National Bank is looking for a Relationship Banker to grow branch relationships and acquire new clients by executing proactive sales and lead management. You will deliver customer service in line with our mission, maintain product knowledge, and support cross-selling efforts.

The role requires meeting customers' financial needs with a consultative approach, opening accounts and discussing loan products while promoting online and mobile banking. Full-time with Saturday hours.

Qualifications

• Excellent verbal and written communication; demonstrate products clearly.
• Strong customer service and diplomacy in dealings with customers and employees.
• Analytical, problem solving and decision making to resolve issues.
• Able to balance customer needs with bank risk and policy.
• Retail Banking knowledge and ability to discuss products with clients.
• Detail oriented with strong organization and accuracy.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Focus on growing existing customer relationships and acquiring new ones through sales execution, lead management, and cross selling.
• Deliver exceptional customer service aligned with the bank's mission.
• Maintain knowledge of all bank products and services and cross-sell as appropriate.
• Present a confident, professional demeanor to establish trust and assess customer needs.
• Meet with customers to perform financial needs assessments and open accounts; discuss loan products.
• Promote online and mobile banking capabilities.
• Ensure service quality standards and coach branch staff.
• Handle transactions efficiently, balance cash drawer and operate teller equipment.
• Participate in community events and CRA initiatives.
• Report significant matters and ensure regulatory compliance.

Skills

Verbal & written comms

Customer service

Analytical thinking

Decision making

Retail banking knowledge

Detail oriented

Multitasking

Education

High School Diploma or GED

Tools

FIS/IBS

Job description

Valley National Bank is looking for a Relationship Banker to grow branch relationships and acquire new clients by executing proactive sales and lead management. You will deliver customer service in line with our mission, maintain product knowledge, and support cross-selling efforts.

The role requires meeting customers' financial needs with a consultative approach, opening accounts and discussing loan products while promoting online and mobile banking. Full-time with Saturday hours.