Relationship Banker - Growth, Cross-Sell & Service

Valley National Bank; Montgomery (AL); Vor Ort; USD 30.000 - 38.000; Vollzeit

Zusammenfassung

Valley National Bank in Montgomery, AL is seeking a customer-focused Bank Teller/Financial Services Associate to grow existing relationships and acquire new ones through consistent sales execution, lead management, and proactive cross-selling.

You will deliver exceptional customer service, educate clients on bank products, open new accounts including checking, savings, CDs, and IRAs, and process transactions with accuracy while supporting CRA initiatives and compliance standards.

Qualifikationen

• Strong customer service skills and ability to engage customers professionally.
• Proven ability to cross-sell banking products and meet sales targets.
• Experience handling cash and processing teller transactions in a financial setting.

Aufgaben

• Grow existing customer relationships and acquire new ones through sales execution and proactive cross-selling.
• Deliver friendly, professional service aligned with the bank's mission.
• Open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products.
• Educate customers on bank products and promote online/mobile banking capabilities.
• Maintain accurate cash drawer and operate teller equipment; ensure compliance with procedures.

Kenntnisse

Customer service

Sales / cross-selling

Cash handling

Relationship building

Jobbeschreibung

Valley National Bank in Montgomery, AL is seeking a customer-focused Bank Teller/Financial Services Associate to grow existing relationships and acquire new ones through consistent sales execution, lead management, and proactive cross-selling.

You will deliver exceptional customer service, educate clients on bank products, open new accounts including checking, savings, CDs, and IRAs, and process transactions with accuracy while supporting CRA initiatives and compliance standards.