Relationship Banker

Valley National Bank; River Vale (NJ); On-site; USD 40,000 - 60,000; Full time

Job summary

Valley National Bank in River Vale, NJ, is seeking a customer-focused branch professional to grow relationships, open accounts, and provide full-service financial support.

You will deliver friendly, solution-oriented service, cross-sell products, and ensure accurate transactions while maintaining compliance and cash handling readiness.

Join a team dedicated to community banking and CRA initiatives, with opportunities to advance your banking career.

Responsibilities

• 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.

Job description

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.