Relationship Banker

Valley National Bank; Hauppauge (NY); On-site; USD 32,000 - 48,000; Full time

Job summary

Valley National Bank is seeking a customer-focused teller to grow existing relationships and attract new customers. You will provide friendly, professional service and educate clients on bank products, including opening accounts and discussing loans.

Responsibilities include handling transactions, promoting online/mobile banking, and participating in community CRA activities while ensuring compliance and high service standards.

Qualifications

• Customer service oriented and able to build relationships.
• Strong salesperson with cross-selling focus.
• Knowledge of common bank products and services.
• Professional communication and problem solving.

Responsibilities

• Grow existing relationships and acquire new customers through sales and cross-selling.
• Deliver exceptional service aligned with the bank's mission and be solution oriented.
• Open new accounts (checking, savings, CDs, IRAs) and discuss loan products.
• Promote online and mobile banking capabilities.
• Balance cash drawer and operate teller equipment safely and efficiently.
• Serve as Vault Teller and manage currency/coin distribution within limits.
• Participate in community events and CRA initiatives.
• Report significant issues to management while maintaining regulatory compliance.

Tools

Teller software

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.