Personal Banker

Join to apply for the Personal Banker role at Valley Bank

At Valley Bank, we believe in people’s growth potential. For nearly 100 years, we’ve been the trusted relationship bank clients turn to for expertise, strategies, and advice.

• Provide exceptional customer service in accordance with Valley’s mission statement.
• Knowledge of all bank products and services, and educate and demonstrate them to customers, including cross‑sell.
• Present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
• Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products and assist with other service needs, open new accounts, and discuss/sell loan products to existing and prospective customers.
• Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box.
• Act as vault teller ensuring adequacy of branch cash for daily transactions by assisting the branch staff in ordering and shipping currency.
• Assist in community events and participate in CRA initiatives, activities and programs.
• Report all significant matters, issues and unusual customer activity to Manager. Maintain knowledge of compliance and regulatory requirements and Bank’s Code of Conduct and all policies and procedures.

• Excellent verbal and written communication. Ability to write correspondence and demonstrate products and services to customers.
• Excellent interpersonal customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees.
• Strong analytical, problem‑solving, and decision‑making skills to effectively uncover and resolve complex customer issues.
• Ability to make sound decisions, including on‑the‑spot decisions regarding customer transactions.
• Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
• Detail oriented, strong organizational skills, and high degree of accuracy.
• Ability to manage multiple projects simultaneously.
• Proficient computer skills.

• High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
• Associates or Bachelor’s degree with concentration in accounting, business, finance, economics or a related field is preferred.

• FIS/IBS (Integrated Banking Solutions).

Entry level

Full‑time

Sales and Customer Service

Location:

New York, NY