Relationship Banker

Valley National Bank; Oakland (NJ); Presencial; USD 36 000 - 48 000; Tempo integral

Resumo da oferta

Valley National Bank in Oakland, NJ seeks a customer-focused banking professional to grow existing relationships and attract new clients. You will drive proactive cross-selling, educate customers on products, and open accounts such as checking, savings, CDs, and IRAs while discussing loan options.

Familiarity with online/mobile banking is expected, along with maintaining strong compliance and service standards.

Responsabilidades

• Grow existing customer relationships and acquire new ones through consistent 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, educate customers and cross-sell to meet 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, maximize sales opportunities, and provide full-service support; open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products.
• Promote online and mobile banking capabilities and ensure customer convenience through digital channels.
• Meet service quality standards, assist management in coaching staff, and oversee the sales referral process to meet customer needs.
• Perform transactions efficiently, balance cash drawer, and utilize teller equipment; serve as Vault Teller managing currency and coin orders within limits.
• Participate in community events, support CRA initiatives, and report significant issues to management while ensuring regulatory compliance.
• Adhere to the bank's code of conduct and all policies and procedures.

Descrição da oferta de emprego

Responsibilities include but is 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.