Relationship Banking Specialist: Grow Clients & Solutions

Valley National Bank; Fredon Township (NJ); On-site; USD 40,000 - 60,000; Full time

Job summary

Valley National Bank in New Jersey is seeking a customer-focused banking professional to grow existing relationships, acquire new clients, and drive sales at the branch. You will deliver quality service, stay informed about bank products, open new accounts, promote online and mobile banking, and support CRA initiatives while meeting service standards.

You will work with customers to assess needs, present financial solutions, and collaborate with team members to ensure a smooth, compliant

Responsibilities

• Grow existing relationships and acquire new ones through sales execution, lead management, and cross selling.
• Deliver exceptional customer service aligned with the bank's mission, with friendly, professional, solution-oriented service.
• Maintain knowledge of bank products and services, educating customers and cross-selling to meet needs.
• Present a confident, professional demeanor to build trust and identify customer needs for financial solutions.
• Meet with customers for financial needs assessments, open accounts (checking, savings, CDs, IRAs) and discuss loans.
• Promote online and mobile banking capabilities.
• Meet service standards, lead the sales referral process, and coach branch staff on customer needs.
• Process transactions efficiently, balance cash drawer, and use teller equipment.
• Serve as Vault Teller, manage currency/coin orders and distribution.
• Participate in community events and CRA initiatives.
• Report unusual customer activity and stay compliant with regulations.
• Adhere to code of conduct and all bank policies.

Job description

Valley National Bank in New Jersey is seeking a customer-focused banking professional to grow existing relationships, acquire new clients, and drive sales at the branch. You will deliver quality service, stay informed about bank products, open new accounts, promote online and mobile banking, and support CRA initiatives while meeting service standards.

You will work with customers to assess needs, present financial solutions, and collaborate with team members to ensure a smooth, compliant