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Valley Bank

Personal Banker

Valley Bank, Union City, New Jersey, us, 07087

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Personal Banker

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Valley Bank .

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—over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices across the United States.

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. The role provides a variety of banking solutions by analyzing needs, recommending solutions, and selling bank products and services to existing and potential clients. The Personal Banker will perform a variety of routine banking transactions (teller and platform) while supporting the Market Manager in achieving quality service and complying with operational procedures.

Responsibilities

Provide exceptional customer service in accordance with Valley’s mission statement, engaging customers with friendly and professional service.

Demonstrate knowledge of all bank products and services and educate customers, cross‑selling various products and services.

Present a confident and professional demeanor to establish trust and gain knowledge from the customer, analyzing needs and recommending appropriate products and services.

Analyze financial needs and maximize sales opportunities, offering all bank products and assisting with other service needs, opening new accounts (checking, savings, certificate of deposit and IRAs), discussing and selling loan products to existing and prospective customers, and possessing knowledge of online banking and mobile banking to promote and demonstrate to customers.

Meet customer expectations and achieve service quality standards, participating in and overseeing the sales referral process to ensure customer financial needs are met and assisting management in coaching and mentoring branch staff members.

Perform all required transactions and use appropriate technology to provide services most effectively and efficiently, maintaining and balancing a cash box and utilizing technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines, and supporting customers in the use of Coin Machines.

Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency—coin and controlling—distributing cash to Tellers in prescribed limits.

Assist in community events (e.g., 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.

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