Relationship Banker

Valley National Bank; Montgomery (AL); On-site; USD 30,000 - 38,000; Full time

Job summary

Valley National Bank in Montgomery, AL is seeking a customer-focused Bank Teller/Financial Services Associate to grow existing relationships and acquire new ones through consistent sales execution, lead management, and proactive cross-selling.

You will deliver exceptional customer service, educate clients on bank products, open new accounts including checking, savings, CDs, and IRAs, and process transactions with accuracy while supporting CRA initiatives and compliance standards.

Qualifications

• Strong customer service skills and ability to engage customers professionally.
• Proven ability to cross-sell banking products and meet sales targets.
• Experience handling cash and processing teller transactions in a financial setting.

Responsibilities

• Grow existing customer relationships and acquire new ones through sales execution and proactive cross-selling.
• Deliver friendly, professional service aligned with the bank's mission.
• Open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products.
• Educate customers on bank products and promote online/mobile banking capabilities.
• Maintain accurate cash drawer and operate teller equipment; ensure compliance with procedures.

Skills

Customer service

Sales / cross-selling

Cash handling

Relationship building

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.