Growth-Focused Relationship Banker

Valley National Bank; Passaic (NJ); Hybride; USD 29 000 - 47 000; Plein temps

Résumé du poste

Valley Bank is seeking a Relationship Banker to grow branch relationships and acquire new clients through proactive cross-selling. You will deliver high-quality service, educate customers on banking products, and maintain a professional demeanor to build trust.

Responsibilities include assessing financial needs, opening accounts (checking, savings, CDs, IRAs), discussing loan options, promoting online banking, and ensuring compliance with policies. 40 hours weekly, including Saturdays.

Qualifications

• High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.
• Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.
• FIS/IBS (Integrated Banking Solutions) experience or familiarity.

Responsabilités

• 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.

Connaissances

Verbal and written communication

Interpersonal and customer service

Analytical and problem solving

Decision making

Instruction interpretation

Retail banking knowledge

Attention to detail

Multitasking

Formation

High School Diploma or GED

Associate or Bachelor's degree in related field

Outils

FIS/IBS

Description du poste

Valley Bank is seeking a Relationship Banker to grow branch relationships and acquire new clients through proactive cross-selling. You will deliver high-quality service, educate customers on banking products, and maintain a professional demeanor to build trust.

Responsibilities include assessing financial needs, opening accounts (checking, savings, CDs, IRAs), discussing loan options, promoting online banking, and ensuring compliance with policies. 40 hours weekly, including Saturdays.