Relationship Banker: Growth, Cross-Sell & Service Leader

Valley National Bank; Ridgefield (NJ); On-site; USD 42,000 - 56,000; Full time

Job summary

Valley National Bank is seeking a branch-focused professional to grow existing customer relationships and acquire new ones through consistent sales execution and proactive cross selling. You will deliver exceptional customer service, educate customers on bank products, and open new accounts while discussing loan options.

The role involves maintaining knowledge of online and mobile banking, supporting CRA initiatives, and coaching branch staff.

Qualifications

• Strong knowledge of all bank products and services.
• Deliver exceptional customer service aligned with the bank's mission.
• Meet with customers to assess financial needs and maximize sales opportunities.

Responsibilities

• Grow existing customer relationships and acquire new ones through sales execution, lead management, and proactive cross selling.
• Deliver friendly, professional, and solution-oriented service.
• Open new accounts (checking, savings, CDs, and IRAs) and discuss/sell loan products.
• Promote online and mobile banking capabilities.
• Assist management in coaching and mentoring branch staff and participate in the sales referral process.
• Handle teller transactions accurately using cash handling equipment and ensure cash drawer balance.
• Support CRA initiatives and communicate compliance with regulatory requirements.

Skills

Customer service

Sales

Cash handling

Cross-selling

Financial needs assessment

Banking knowledge

Job description

Valley National Bank is seeking a branch-focused professional to grow existing customer relationships and acquire new ones through consistent sales execution and proactive cross selling. You will deliver exceptional customer service, educate customers on bank products, and open new accounts while discussing loan options.

The role involves maintaining knowledge of online and mobile banking, supporting CRA initiatives, and coaching branch staff.