Personal Banker- Woodbridge

Valley Bank; Woodbridge Township (NJ); On-site; USD 40,000 - 70,000; Full time

Job summary

A leading bank in Woodbridge Township is seeking a Personal Banker to deliver exceptional customer service and support various financial products. This entry-level role includes engaging with clients to assess their needs, managing accounts, and participating in community initiatives. Ideal candidates possess strong communication skills and a commitment to customer satisfaction.

Qualifications

• Ability to engage customers with friendly and professional service.
• Ability to analyze financial needs and recommend appropriate products.

Responsibilities

• Provide exceptional customer service focusing on bank products.
• Meet customer expectations and achieve service quality standards.
• Assist in community events and maintain compliance with regulations.

Skills

Customer Service

Product Knowledge

Sales Skills

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

  Other

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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