Relationship Banker

Valley National Bank; Wetumpka (AL); On-site; USD 32,000 - 46,000; Full time

Job summary

Valley National Bank in Wetumpka, AL is seeking a customer‑focused banking professional to grow existing relationships and attract new ones through proactive sales, cross‑selling, and exceptional service.

You will open new accounts (checking, savings, CDs, and IRAs), discuss loan products, educate clients on bank services, and promote online and mobile banking while maintaining compliance and accuracy in all transactions.

Responsibilities

• Grow existing customer relationships and acquire new ones through sales execution.
• Deliver exceptional customer service aligned with the bank’s mission.
• Educate customers on bank products and cross-sell to meet financial needs.
• Open new accounts (checking, savings, CDs, and IRAs) and discuss loan products.
• Promote online and mobile banking capabilities.
• Meet customers for financial needs assessments and maximize sales opportunities.
• Handle teller transactions accurately, balance cash drawer, and operate cash equipment.
• Serve as Vault Teller, managing currency and coin orders within limits.
• Participate in community events and CRA initiatives.
• Report issues to management and adhere to compliance and policies.

Skills

Sales & cross-selling

Customer service

Product knowledge

Cash handling

Regulatory compliance

Tools

Cash recyclers

Coin machines

Job description

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.
• Demonstrate and promote 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. Maintain and balance a cash drawer and utilize 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 support 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.