Personal Bnkr

Personal Banker

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 in communities across the US.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley’s quality service standards. Provide a variety of banking solutions by analyzing needs, recommending solutions, and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures.

• Responsible for providing exceptional customer service in accordance with Valley’s mission statement. Ability to engage customers with friendly and professional service.
• Knowledge of all bank products and services and ability to educate and demonstrate customers on such, as well as cross‑sell various products and services.
• Ability to 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, opening new accounts (i.e., checking, savings, certificate of deposit and IRAs), discuss/sell loan products to existing and prospective customers, and possess knowledge of online banking and mobile banking to promote and demonstrate to customers.
• 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 coaching and mentoring branch staff members.
• Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as teller scanning equipment, cash recycling and cash dispensing machines and support customers in using coin machines.
• Act as vault teller ensuring adequacy of branch cash for daily transactions by assisting branch staff in ordering and shipping currency—coin and controlling—distributing cash to tellers in prescribed limits.
• Assist in community events (i.e., Habitat for Humanity) and participate in and support CRA initiatives, activities and programs.
• Report all significant matters, issues and unusual customer activity to manager, maintaining personal knowledge of compliance and regulatory requirements.
• Maintain knowledge and compliance with the bank’s Code of Conduct and all policies and procedures.