Valley Bank
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.
Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Performs 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 and engage customers with friendly and professional service.
Possess knowledge of all bank products and services, and educate and demonstrate customers on such, cross‑selling various products and services.
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, offering all bank products and assisting with other service needs, opening new accounts, and selling loan products to existing and prospective customers. Possess knowledge of online and mobile banking to promote and demonstrate these capabilities.
Meet customer expectations and achieve service quality standards. Participate in the sales referral process to ensure customer financial needs are met and assist management in coaching and mentoring branch staff members.
Perform all customer transactions, using appropriate technology to provide services effectively and efficiently. Maintain and balance a cash box. Utilize technology such as teller scanning equipment, cash recycling and cash dispensing machines, and support customers in the use of coin machines.
Act as a 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 within prescribed limits.
Assist in community events (e.g., Habitat for Humanity) and support CRA initiatives, activities and programs.
Report all significant matters, issues and unusual customer activity to the 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.
Required Skills
Excellent verbal and written communication. Ability to write correspondence and accurately demonstrate products and services to customers.
Excellent interpersonal and customer service skills, attentiveness, information retention, tact and diplomacy when dealing with customers and employees.
Strong analytical, problem‑solving, and decision‑making skills to effectively uncover and resolve complex customer issues.
Ability to make sound decisions, including on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction against potential loss or fraud.
Ability to interpret a variety of instructions furnished in written, oral, diagrammatic or scheduled form.
Deep understanding of retail banking and strong customer service skills, engaging customers in conversations regarding products and services.
Detail‑oriented, organized and highly accurate.
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.
Associate or Bachelor’s degree with concentration in accounting, business, finance, economics or a related field is preferred.
Preferred Experience
Experience with FIS/IBS (Integrated Banking Solutions).
Referrals increase your chances of interviewing at Valley Bank by 2×.
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Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Performs 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 and engage customers with friendly and professional service.
Possess knowledge of all bank products and services, and educate and demonstrate customers on such, cross‑selling various products and services.
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, offering all bank products and assisting with other service needs, opening new accounts, and selling loan products to existing and prospective customers. Possess knowledge of online and mobile banking to promote and demonstrate these capabilities.
Meet customer expectations and achieve service quality standards. Participate in the sales referral process to ensure customer financial needs are met and assist management in coaching and mentoring branch staff members.
Perform all customer transactions, using appropriate technology to provide services effectively and efficiently. Maintain and balance a cash box. Utilize technology such as teller scanning equipment, cash recycling and cash dispensing machines, and support customers in the use of coin machines.
Act as a 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 within prescribed limits.
Assist in community events (e.g., Habitat for Humanity) and support CRA initiatives, activities and programs.
Report all significant matters, issues and unusual customer activity to the 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.
Required Skills
Excellent verbal and written communication. Ability to write correspondence and accurately demonstrate products and services to customers.
Excellent interpersonal and customer service skills, attentiveness, information retention, tact and diplomacy when dealing with customers and employees.
Strong analytical, problem‑solving, and decision‑making skills to effectively uncover and resolve complex customer issues.
Ability to make sound decisions, including on‑the‑spot decisions regarding customer transactions, weighing customer satisfaction against potential loss or fraud.
Ability to interpret a variety of instructions furnished in written, oral, diagrammatic or scheduled form.
Deep understanding of retail banking and strong customer service skills, engaging customers in conversations regarding products and services.
Detail‑oriented, organized and highly accurate.
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.
Associate or Bachelor’s degree with concentration in accounting, business, finance, economics or a related field is preferred.
Preferred Experience
Experience with FIS/IBS (Integrated Banking Solutions).
Referrals increase your chances of interviewing at Valley Bank by 2×.
#J-18808-Ljbffr