Growth-Focused Relationship Banker

Valley Bank

New York (NY)

On-site

USD 42,000 - 64,000

Full time

12 days ago

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Job summary

Valley Bank is seeking a customer-focused professional to grow existing client relationships and acquire new ones through proactive sales and cross-selling. You will deliver outstanding service, educate customers on banking products, and promote online and mobile banking solutions.

You will manage accounts, assist with deposits and loan products, and support branch operations while adhering to regulatory requirements. A strong emphasis on trust, accuracy, and community involvement is essential.

Qualifications

  • High School Diploma or GED equivalent.
  • Associates or Bachelors in accounting, business, finance, economics, or related field.
  • Experience or familiarity with FIS/IBS systems preferred.

Responsibilities

  • Grow existing customer relationships and acquire new ones through sales and cross-selling.
  • Deliver exceptional customer service aligned with the bank's mission.
  • Maintain knowledge of bank products and cross-sell to meet financial needs.
  • Present a professional demeanor to build trust and assess customer needs.
  • Meet with customers for needs assessments and open accounts (checking, savings, CDs, IRAs) and discuss loan products.
  • Promote online and mobile banking capabilities.
  • Manage transactions, cash drawer, teller equipment, and vault operations as needed.
  • Participate in community events and CRA initiatives.
  • Report significant matters to management and ensure compliance with policies.

Skills

Communication
Customer service
Analytical skills
Decision making
Interpretation skills
Retail banking
Attention to detail
Multitasking
Computer skills

Education

High School Diploma
Associates or Bachelors in related field

Tools

FIS/IBS

Job description

Valley Bank is seeking a customer-focused professional to grow existing client relationships and acquire new ones through proactive sales and cross-selling. You will deliver outstanding service, educate customers on banking products, and promote online and mobile banking solutions.

You will manage accounts, assist with deposits and loan products, and support branch operations while adhering to regulatory requirements. A strong emphasis on trust, accuracy, and community involvement is essential.

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