Personal Banker

Personal Banker

Join to apply for the Personal Banker role at Valley Bank

• Provide exceptional customer service in accordance with Valley's mission statement, engaging customers with friendly and professional service.
• Know all Bank products and services, educate customers, and cross-sell various products and services.
• Present a confident and professional demeanor to establish trust, analyze needs, and recommend appropriate products and services.
• Meet with customers to analyze financial needs and maximize sales opportunities: offer all bank products, open new accounts (checking, savings, certificates of deposit, IRAs), discuss and sell loan products, and demonstrate online and mobile banking.
• Meet customer expectations and achieve service quality standards; participate in the sales referral process and coach branch staff.
• Perform all required customer transactions using appropriate technology, maintain and balance a cash box, and use Teller Scanning Equipment, Cash Recycling, Cash Dispensing machines, and Coin Machines.
• Act as Vault Teller to ensure adequate branch cash; assist with ordering and shipping currency and distributing cash to tellers within prescribed limits.
• Assist in community events and support CRA initiatives, activities, and programs.
• Report significant matters, issues, and unusual customer activity to the manager and maintain personal knowledge of compliance and regulatory requirements.
• Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.

• Excellent verbal and written communication, and ability to write correspondence and accurately demonstrate products and services.
• Excellent interpersonal customer service skills: attentiveness, information retention, tact, and diplomacy with customers and employees.
• Strong analytical, problem‑solving, and decision‑making skills to resolve complex customer issues.
• Make sound decisions on the spot regarding customer transactions, balancing satisfaction with risk.
• Interpret a variety of instructions in written, oral, diagram, or scheduled form.
• Deep understanding of Retail Banking and strong customer service to engage customers about products and services.
• Detail‑oriented, strong organizational skills, and high accuracy.
• Manage multiple projects simultaneously.
• Proficient computer skills.

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

• Experience with FIS/IBS (Integrated Banking Solutions).

Entry level

Full‑time

Sales and Customer Service

Banking

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