Relationship Banker

Valley National Bank; Butler (NJ); On-site; USD 38,000 - 55,000; Full time

Job summary

Valley National Bank in New Jersey is seeking a branch professional focused on growing existing customer relationships and acquiring new ones through sales execution, lead management, and proactive cross selling. You will deliver friendly, professional, solution-oriented service and maintain in-depth knowledge of bank products to educate customers and cross-sell.

Responsibilities include conducting financial needs assessments, opening new accounts, discussing loan products, promoting online

Responsibilities

• Grow existing customer relationships and acquire 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, educating customers and cross-selling to meet their financial needs.
• Present a confident and professional demeanor to establish trust, access customer needs, and recommend financial solutions.
• Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support; open new accounts and discuss/sell loan products.
• Demonstrates and promotes online and mobile banking capabilities.
• Meet customer expectations and achieve service quality standards; participate in sales referrals and coach branch staff.
• Perform all customer transactions efficiently using teller technology; balance cash drawer and operate cash recyclers and coin machines.
• Serve as Vault Teller managing currency and coin orders and distributions within limits.
• Participate in community events and CRA initiatives; report significant matters to management while complying with regulations.

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.