Relationship Banker

Valley National Bank; Grantwood (NJ); Vor Ort; USD 19.000 - 28.000; Vollzeit

Zusammenfassung

Valley National Bank in New Jersey is seeking a branch associate focused on growing existing customer relationships and acquiring new ones through proactive sales and cross selling. You will deliver friendly, professional service and maintain knowledge of bank products to educate customers and recommend financial solutions.

You will meet with customers to assess needs, open new accounts including checking, savings, CDs, and IRAs, and discuss loan products.

Aufgaben

• Grow existing customer relationships and acquire new ones via sales, leads, and cross selling.
• Deliver exceptional customer service aligned with the bank's mission in a friendly, professional manner.
• Maintain strong knowledge of bank products; educate customers and cross-sell to meet needs.
• Present a confident, professional demeanor to build trust and recommend financial solutions.
• Meet with customers for financial needs assessments; open accounts (checking/savings/CDs/IRAs) and discuss loans.
• Promote and educate about online and mobile banking capabilities.
• Meet service standards; oversee sales referrals and coach branch staff.
• Process transactions efficiently; manage cash drawer and use teller equipment.
• Serve as Vault Teller; manage currency/coin orders and distribution to tellers.
• Participate in community events and CRA initiatives.
• Report significant matters to management; stay compliant with regulations.
• Adhere to code of conduct and bank policies.

Jobbeschreibung

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.