Personal Banker

Valley Bank; Clifton (NJ); On-site; USD 61,000 - 86,000; Full time

Job summary

A leading bank is seeking a Personal Banker to provide exceptional customer service and assist clients in meeting their financial needs. The role involves engaging customers, analyzing their financial situations, and recommending suitable banking products. The ideal candidate will have strong sales skills and the ability to educate customers about bank offerings, contributing to a positive customer relationship and achieving sales goals.

Qualifications

• Ability to provide excellent customer service and build relationships.
• Strong knowledge of banking products and services.
• Ability to analyze customer needs and recommend suitable solutions.

Responsibilities

• Provide customer service in alignment with the bank's mission.
• Analyze financial needs and recommend products.
• Assist with various banking transactions and maintain a cash box.

Skills

Customer Service

Product Knowledge

Sales Skills

Education

High School Diploma

Job description

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Responsibilities include, but are not limited to:

• Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
• Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.
• Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
• Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.
• Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.
• Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
• Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.
• Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
• Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
• Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Customer Service

• Industries

  Banking

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