Relationship Banker

Valley National Bank; New Jersey; On-site; USD 36,000 - 48,000; Full time

Job summary

Valley National Bank is seeking a customer-focused Teller to grow existing relationships and acquire new ones through proactive sales and exceptional service. You will educate customers on banking products, open new accounts, and cross-sell loans and investments while maintaining accuracy and compliance.

You will handle cash transactions, operate teller equipment, promote online and mobile banking, participate in community events, support CRA initiatives, and mentor branch staff to deliver

Responsibilities

• 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, engaging customers with friendly, professional, and solution oriented service.
• Maintain strong knowledge of all bank products and services, educating customers and cross-selling to meet their financial needs.
• Present a confident and professional demeanor to establish trust, access customer needs, and recommend financial solutions.
• Meet with customers to conduct financial needs assessments, open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products to customers.
• Demonstrates and promotes online and mobile banking capabilities.
• Meet service quality standards, participate in the sales referral process, and assist management in coaching branch staff.
• Perform transactions efficiently, balance cash drawer, and operate teller scanning equipment and coin machines.
• Serve as Vault Teller, manage currency and coin orders and distribution within limits.
• Participate in community events and CRA initiatives and programs.
• Report significant matters and unusual customer activity to management while maintaining regulatory compliance.
• Adhere to the bank's code of conduct and all policies and procedures.

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.