Relationship Banker

Valley National Bank; Florham Park (NJ); On-site; USD 34,000 - 46,000; Full time

Job summary

Valley National Bank is seeking a customer-focused banking professional in Florham Park, NJ to grow existing customer relationships and acquire new ones through consistent sales execution and proactive cross-selling.

You will deliver exceptional service, educate customers on bank products, and promote online and mobile banking. Responsibilities include opening new accounts, discussing loans, handling teller duties, and supporting CRA initiatives.

Responsibilities

• Grow existing customer relationships through proactive sales execution, lead management and cross-selling.
• Deliver exceptional customer service aligned with the bank's mission, engaging customers professionally and with solutions.
• Maintain strong knowledge of bank products and services, educating customers and cross-selling to meet financial needs.
• Present a confident, professional demeanor to establish trust and recommend appropriate financial solutions.
• Meet with customers to conduct financial needs assessments, open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products.
• Promote online and mobile banking capabilities to customers.
• Meet customer expectations and achieve service quality; participate in sales referrals and coach branch staff.
• Process customer transactions efficiently, balance cash drawer, and operate teller equipment including 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 to support the branch and community.
• Report significant matters and comply with regulatory requirements; adhere to the bank's code of conduct and policies.

Job description

• 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.