Personal Banker- Regnl - Fort Lauderdale, FL
Listed on 2025-12-27
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Finance & Banking
Bank Customer Service, Retail Banking, Banking & Finance
Job Overview
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices across the U.S.
At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we focus on what drives you—turning your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients— it includes all our associates as well.
As a Banking Service Professional, the Personal Banker will support sales and service activities within various branches on a rotating basis, developing new business by educating existing and potential clients and exemplifying Valley’s quality service standards. The role includes providing a variety of banking solutions by analyzing needs, recommending solutions, and selling bank products and services to existing and potential clients within the division.
Responsibilities also cover routine banking transactions (teller and platform) while supporting the Market Manager in achieving quality service and complying with operational procedures at the assigned location.
40 hours per week.
Job DescriptionResponsibilities include, but are not limited to:
- Provide exceptional customer service in accordance with Valley’s mission statement. Engage customers with friendly and professional service.
- Demonstrate all bank products and services, and cross‑sell various offerings to existing and potential clients.
- Present a confident and professional demeanor to establish trust and gain customer insight. Analyze needs and recommend appropriate products and services.
- Travel to various branch locations as directed by the District Operations Manager to provide coverage and maintain high levels of customer service across the network.
- Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products, assist with other service needs, open new accounts (checking, savings, CD, IRA), discuss/sell loan products, and promote online and mobile banking.
- Meet customer expectations and achieve service quality standards. Participate in the sales referral process to ensure customers’ financial needs are met and help coach and mentor branch staff.
- Perform all customer transactions efficiently using appropriate technology. Maintain and balance a cash box, and use teller scanning equipment, cash recycling, cash dispensing machines, and coin machines as needed.
- Act as Vault Teller to ensure adequate branch cash for daily transactions, assist in ordering and shipping currency, and distribute cash to tellers within prescribed limits.
- Report significant matters, issues, and unusual customer activity to management, keeping abreast of compliance and regulatory requirements.
- Maintain knowledge of and compliance with the bank’s Code of Conduct and all policies and procedures.
Required Skills:
- Excellent verbal and written communication. Ability to write correspondence accurately and demonstrate products and services to customers.
- Excellent interpersonal and customer‑service skills, attentiveness, information retention, tact, and diplomacy when dealing with both customers and employees.
- Strong analytical, problem‑solving, and decision‑making skills to uncover and resolve complex customer issues.
- Adapt to different staff and customers daily due to continuously varying branches while delivering consistent service.
- Make sound decisions—including on‑the‑spot decisions regarding customer transactions—balancing customer satisfaction with the bank’s exposure to loss, fraud, and risk.
- Interpret a variety of instructions in written, oral, diagrammatic, or scheduled form.
- Deep understanding of retail banking and strong…
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