Valley Bank
Valley Bank is a relationship bank built for growth, with a long history of helping clients and associates achieve their goals. This posting describes the Banking Service Professional, Personal Banker role and the commitments Valley Bank makes to growth and service excellence.
Responsibilities
Provide exceptional customer service in accordance with Valley's mission statement; engage customers with friendly and professional service.
Know the Bank's products and services and educate customers, demonstrating and cross-selling as appropriate.
Present a confident and professional demeanor to establish trust; analyze customer needs and recommend suitable products and services.
Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products; promote on-line and mobile banking.
Meet customer expectations and service quality standards; participate in or oversee the sales referral process; assist management in coaching and mentoring branch staff.
Perform transactions and use appropriate technology to serve customers efficiently; maintain and balance cash; operate Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines, and assist customers with Coin Machines.
Act as Vault Teller to manage branch cash needs and assist in cash ordering and distribution within prescribed limits.
Support community events and CRA initiatives and programs.
Report significant matters and unusual customer activity; stay knowledgeable about compliance and regulatory requirements.
Maintain knowledge of the Bank's Code of Conduct and all policies and procedures.
Required Skills
Excellent verbal and written communication; ability to write correspondence and demonstrate products and services to customers.
Strong interpersonal and customer service skills; attentiveness, information retention, tact and diplomacy.
Analytical, problem solving, and decision-making abilities to resolve customer issues.
Ability to make sound on-the-spot decisions regarding customer transactions while balancing customer satisfaction with risk and potential loss or fraud.
Ability to interpret various instructions furnished in written, oral, diagram, or scheduled form.
Deep understanding of Retail Banking and ability to engage customers in conversations about products and services.
Detail-oriented with strong organizational skills and high accuracy.
Ability to manage multiple projects simultaneously.
Proficient computer skills.
Required Experience
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.
Preferred Experience
FIS/IBS (Integrated Banking Solutions).
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Responsibilities
Provide exceptional customer service in accordance with Valley's mission statement; engage customers with friendly and professional service.
Know the Bank's products and services and educate customers, demonstrating and cross-selling as appropriate.
Present a confident and professional demeanor to establish trust; analyze customer needs and recommend suitable products and services.
Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (checking, savings, CDs, IRAs) and discuss/sell loan products; promote on-line and mobile banking.
Meet customer expectations and service quality standards; participate in or oversee the sales referral process; assist management in coaching and mentoring branch staff.
Perform transactions and use appropriate technology to serve customers efficiently; maintain and balance cash; operate Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines, and assist customers with Coin Machines.
Act as Vault Teller to manage branch cash needs and assist in cash ordering and distribution within prescribed limits.
Support community events and CRA initiatives and programs.
Report significant matters and unusual customer activity; stay knowledgeable about compliance and regulatory requirements.
Maintain knowledge of the Bank's Code of Conduct and all policies and procedures.
Required Skills
Excellent verbal and written communication; ability to write correspondence and demonstrate products and services to customers.
Strong interpersonal and customer service skills; attentiveness, information retention, tact and diplomacy.
Analytical, problem solving, and decision-making abilities to resolve customer issues.
Ability to make sound on-the-spot decisions regarding customer transactions while balancing customer satisfaction with risk and potential loss or fraud.
Ability to interpret various instructions furnished in written, oral, diagram, or scheduled form.
Deep understanding of Retail Banking and ability to engage customers in conversations about products and services.
Detail-oriented with strong organizational skills and high accuracy.
Ability to manage multiple projects simultaneously.
Proficient computer skills.
Required Experience
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.
Preferred Experience
FIS/IBS (Integrated Banking Solutions).
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