Growth-Focused Relationship Banker

Valley Bank; Town of Mamaroneck (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Valley Bank, a long-standing regional bank, seeks a Relationship Banker to grow branch relationships and acquire new clients through proactive sales and cross-selling. You will deliver exceptional customer service and maintain knowledge of bank products to advise customers effectively.

Responsibilities include opening new accounts, discussing loan options, promoting digital banking, and supporting branch operations while adhering to regulatory compliance.

Qualifications

• High school diploma or GED required; experience in customer service or retail sales with cash handling preferred.
• Strong customer service and communication skills; ability to explain bank products clearly.

Responsibilities

• Drive branch growth by deepening existing customer relationships and acquiring new ones through proactive sales and cross-selling.
• Deliver exceptional service aligned with the bank's mission, maintaining professional and solutions-oriented interactions with clients.
• Maintain knowledge of all bank products; educate customers and cross-sell to meet financial needs.
• Meet with customers to assess financial needs, open new accounts, and discuss loan products.
• Support online and mobile banking usage and ensure high service quality standards.
• Perform teller transactions accurately, balance cash drawers, and handle currency securely.
• Participate in community events and CRA initiatives as part of branch duties.

Skills

Excellent communication

Customer service

Analytical thinking

Decision making

Multi-tasking

Financial knowledge

Proficient computer skills

Education

High School Diploma or GED

Associate or Bachelor's in related field (optional)

Tools

FIS/IBS

Job description

Valley Bank, a long-standing regional bank, seeks a Relationship Banker to grow branch relationships and acquire new clients through proactive sales and cross-selling. You will deliver exceptional customer service and maintain knowledge of bank products to advise customers effectively.

Responsibilities include opening new accounts, discussing loan options, promoting digital banking, and supporting branch operations while adhering to regulatory compliance.