Personal Banker

Personal Banker – Valley Bank

We are looking for a personal banker to provide effective support of sales and service activities within our banking office, developing new business by educating existing and potential clients and exemplifying our quality service standards.

• Provide exceptional customer service in accordance with the bank’s mission statement.
• Engage customers with friendly and professional service and educate them on all bank products and services, including cross‑selling.
• Present a confident, professional demeanor to establish trust and assess customer needs, recommending appropriate products and services.
• Meet with customers to analyze financial needs, maximize sales opportunities, open new accounts, and discuss/sell loan products.
• Meet service quality standards, participate in the sales referral process, and assist management in coaching and mentoring branch staff.
• Perform all required banking transactions efficiently using appropriate technology, maintain and balance a cash box, and support customers in using cash dispensing and coin machines.
• Act as a vault teller ensuring branch cash adequacy and supporting currency ordering and distribution.
• Assist in community events, support CRA initiatives, and report significant matters or unusual activity to management.
• Maintain knowledge of the bank’s code of conduct, policies, and procedures.

• Excellent verbal and written communication and the ability to write correspondence.
• Strong interpersonal customer‑service skills, attentiveness, and diplomacy.
• Strong analytical, problem‑solving, and decision‑making skills to resolve complex customer issues.
• Sound decision‑making skills for on‑the‑spot customer transaction approvals, balancing customer satisfaction and risk.
• Ability to interpret a variety of instructions in written or oral form.
• Deep understanding of retail banking and the ability to engage customers in product discussions.
• Detail‑oriented, strong organizational skills, and high accuracy.
• Ability to manage multiple projects simultaneously.
• Proficient computer skills.

• High school diploma or GED and at least 1 year of branch banking experience or successful completion of a retail banking 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).