Relationship Banker

Valley Bank; Boca Raton (FL); On-site; USD 44,000 - 55,000; Full time

Job summary

Valley Bank in Boca Raton is seeking a customer-focused associate to grow existing relationships and bring in new customers through proactive sales and cross-selling. You will educate clients on bank products, open new accounts, and promote online banking while delivering friendly, professional service.

You'll engage with customers, perform transactions, and help meet financial needs with tailored solutions, staying compliant with bank policies and community initiatives.

Responsibilities

• Open new accounts (checking, savings, CDs, and IRAs) and discuss/sell loan products to customers
• Educate customers on bank products and cross-sell to meet financial needs
• Demonstrate and promote online and mobile banking capabilities
• Provide exceptional customer service and maintain strong knowledge of products and services
• Manage cash transactions accurately, balance cash drawer, and operate teller equipment
• Participate in community events and CRA initiatives
• Maintain compliance with regulatory requirements and adhere to bank policies

Job description

Responsibilities include but are not limited to:

• 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.