Relationship Banker: Growth & Financial Solutions

Valley National Bank; Florida; On-site; USD 40,000 - 52,000; Full time

Job summary

Valley National Bank is seeking a friendly, professional bank teller/personal banker to grow relationships and provide full-service financial support at a Town of Florida branch. You will engage customers, educate them on products, and process transactions with accuracy.

You will open new accounts, discuss loan products, promote online banking, and participate in community CRA initiatives while ensuring compliance and excellent service standards.

Responsibilities

• Grow existing customer relationships and acquire new ones through sales execution and lead management.
• Deliver exceptional customer service aligned with the bank's mission.
• Maintain knowledge of bank products and cross-sell to meet customer financial needs.
• Present a confident and professional demeanor to establish trust and assess needs.
• Meet with customers to conduct financial needs assessments, open accounts (checking, savings, CDs, IRAs) and discuss loan products.
• Promote online and mobile banking capabilities.
• Adhere to service quality standards and support the sales referral process; assist management in coaching staff.
• Perform transactions efficiently, balance cash drawer, and operate teller equipment.
• Serve as Vault Teller ensuring adequate branch cash levels and processing currency orders.
• Participate in community events and CRA initiatives.
• Report significant matters to management and ensure compliance with regulations.
• Adhere to the bank's code of conduct and all policies and procedures.

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.