Relationship Banker - Downtown Tampa

Valley National Bank; Tampa (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

Valley National Bank in Tampa, FL is seeking a customer-focused banking professional to grow existing relationships and attract new customers through sales execution and cross-selling. You will deliver friendly, professional service while maintaining product knowledge and compliance.

You will open new accounts, discuss loan products, promote online banking, and handle teller duties including cash drawer balancing and vault duties.

Qualifications

• Experience in retail banking or customer-facing sales preferred.
• Ability to assess customer financial needs and recommend solutions.
• Strong knowledge of bank products and services considered an asset.

Responsibilities

• Grow existing customer relationships and acquire new ones through sales execution and proactive cross selling.
• 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, IRAs) and discuss loan products.
• Promote online and mobile banking capabilities to customers.
• Handle cash transactions accurately and balance cash drawer; operate teller equipment.
• Support CRA initiatives and ensure regulatory compliance.
• Adhere to bank policies and code of conduct.

Skills

Customer service

Sales experience

Cross-selling

Financial products knowledge

Communication skills

Tools

Cash handling equipment

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.