Relationship Banker

Valley National Bank; Whippany (NJ); Sur place; USD 34 000 - 52 000; Plein temps

Résumé du poste

Valley National Bank in Whippany, NJ is seeking a Branch Sales & Service Associate to grow customer relationships through proactive sales, service excellence, and teamwork.

You will open new accounts, cross-sell loan and deposit products, and promote online banking while delivering friendly, professional support.

Responsabilités

• Grow existing customer relationships and acquire new ones through sales execution, lead management, and proactive cross selling.
• Deliver friendly, professional 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/sell loan products.
• Promote online and mobile banking capabilities.
• Meet customer expectations and maintain service quality; assist management in coaching branch staff.
• Handle teller transactions efficiently and manage cash drawers and equipment.
• Support CRA initiatives and participate in community events.

Description du poste

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.