Relationship Banker

Valley National Bank; Milltown (NJ); In loco; USD 21.000 - 28.000; Tempo pieno

Descrizione del lavoro

Valley National Bank in Milltown, NJ is seeking a full-time Teller to grow customer relationships, cross-sell bank products, and deliver exceptional service. You will handle accounts, loans discussions, and promote online banking while ensuring accurate cash handling and compliance.

Community involvement and CRA initiatives are part of the role. Ideal candidates will demonstrate a professional demeanor, strong product knowledge, and the ability to educate customers on available financial

Mansioni

• Grow existing customer relationships and acquire new ones through sales execution, lead management, and proactive cross selling.
• Deliver exceptional customer service aligned with the bank's mission in a friendly, professional, solution-oriented manner.
• Maintain strong knowledge of all bank products to educate customers and cross-sell financial solutions.
• Present a confident, professional demeanor to establish trust and assess customer needs for suitable offerings.
• Meet with customers to conduct financial needs assessments, maximize sales opportunities, and open accounts (checking, savings, CDs, IRAs) and discuss loan products.
• Promote online and mobile banking capabilities to customers.
• Meet service quality standards and participate in the sales referral process while coaching branch staff as needed.
• Handle transactions efficiently, balance cash drawer, and operate teller equipment (scanners, cash recyclers, dispensers).
• Serve as Vault Teller, managing currency/coin orders and distribution within limits.
• Participate in community events and CRA initiatives and report significant issues to management.

Descrizione del lavoro

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.