Relationship Banker: Grow Clients & Cross-Sell Solutions

Valley National Bank; Hauppauge (NY); On-site; USD 32,000 - 48,000; Full time

Job summary

Valley National Bank is seeking a customer-focused teller to grow existing relationships and attract new customers. You will provide friendly, professional service and educate clients on bank products, including opening accounts and discussing loans.

Responsibilities include handling transactions, promoting online/mobile banking, and participating in community CRA activities while ensuring compliance and high service standards.

Qualifications

• Customer service oriented and able to build relationships.
• Strong salesperson with cross-selling focus.
• Knowledge of common bank products and services.
• Professional communication and problem solving.

Responsibilities

• Grow existing relationships and acquire new customers through sales and cross-selling.
• Deliver exceptional service aligned with the bank's mission and be solution oriented.
• Open new accounts (checking, savings, CDs, IRAs) and discuss loan products.
• Promote online and mobile banking capabilities.
• Balance cash drawer and operate teller equipment safely and efficiently.
• Serve as Vault Teller and manage currency/coin distribution within limits.
• Participate in community events and CRA initiatives.
• Report significant issues to management while maintaining regulatory compliance.

Tools

Teller software

Job description

Valley National Bank is seeking a customer-focused teller to grow existing relationships and attract new customers. You will provide friendly, professional service and educate clients on bank products, including opening accounts and discussing loans.

Responsibilities include handling transactions, promoting online/mobile banking, and participating in community CRA activities while ensuring compliance and high service standards.