Valley Bank
Personal Banker
role at
Valley Bank
At Valley Bank, we believe in people’s growth potential. We invest in it, protect it, and 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— with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the U.S.
At Valley, we’re all driven by an ambition that goes deeper than just having a job. When you work for us, we aim to help you focus on what drives you—turning your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we’re a relationship bank built for growth, that’s not just reserved for our clients—it includes all our associates as well.
As a Banking Service Professional, the Personal Banker will support sales and service activities within the banking office, develop new business by educating existing and potential clients, and exemplify Valley’s quality service standards. You will provide a variety of banking solutions by analyzing needs, recommending solutions, and selling bank products and services to existing and potential clients. You will perform routine banking transactions (teller and platform), while supporting the Market Manager in achieving service quality and complying with operational procedures.
Responsibilities
Provide exceptional customer service in accordance with Valley’s mission statement. Engage customers with friendly, professional service.
Know all bank products and services and educate and demonstrate them to customers, including cross‑selling various products and services.
Present a confident, professional demeanor to establish trust and gain customer insight. Analyze needs and recommend appropriate products and services.
Meet with customers to analyze financial needs and maximize sales opportunities; offer all bank products, assist with service needs, open new accounts (checking, savings, CD, IRAs), discuss/sell loan products, and demonstrate online and mobile banking.
Meet customer expectations and achieve service quality standards; oversee the sales referral process and help management coach and mentor branch staff.
Perform all required customer transactions and use appropriate technology most effectively and efficiently. Maintain and balance a cash box; use Teller Scanning Equipment, Cash Recycling, Cash Dispensing machines, and coin machines.
Act as Vault Teller ensuring adequate branch cash for daily transactions—assist staff in ordering and shipping currency and distributing cash to Tellers.
Assist in community events (e.g., Habitat for Humanity) and participate in CRA initiatives, activities, and programs.
Report significant matters, issues, and unusual customer activity to Manager, maintaining knowledge of compliance and regulatory requirements.
Maintain knowledge and comply with 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.
Excellent interpersonal‑customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with customers and employees.
Strong analytical, problem‑solving, and decision‑making skills to uncover and resolve complex customer issues.
Make sound decisions, including on‑the‑spot decisions regarding customer transactions; weigh customer satisfaction against bank exposure to loss or fraud.
Interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
Deep understanding of retail banking and strong customer service skills; engage customers in conversation about products and services.
Detail‑oriented, strong organizational skills, and high degree of accuracy.
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
FIS/IBS (Integrated Banking Solutions).
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Sales and Customer Service
Banking
Location: West Palm Beach, FL
Referrals increase your chances of interviewing at Valley Bank by 2×.
#J-18808-Ljbffr
role at
Valley Bank
At Valley Bank, we believe in people’s growth potential. We invest in it, protect it, and 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— with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the U.S.
At Valley, we’re all driven by an ambition that goes deeper than just having a job. When you work for us, we aim to help you focus on what drives you—turning your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we’re a relationship bank built for growth, that’s not just reserved for our clients—it includes all our associates as well.
As a Banking Service Professional, the Personal Banker will support sales and service activities within the banking office, develop new business by educating existing and potential clients, and exemplify Valley’s quality service standards. You will provide a variety of banking solutions by analyzing needs, recommending solutions, and selling bank products and services to existing and potential clients. You will perform routine banking transactions (teller and platform), while supporting the Market Manager in achieving service quality and complying with operational procedures.
Responsibilities
Provide exceptional customer service in accordance with Valley’s mission statement. Engage customers with friendly, professional service.
Know all bank products and services and educate and demonstrate them to customers, including cross‑selling various products and services.
Present a confident, professional demeanor to establish trust and gain customer insight. Analyze needs and recommend appropriate products and services.
Meet with customers to analyze financial needs and maximize sales opportunities; offer all bank products, assist with service needs, open new accounts (checking, savings, CD, IRAs), discuss/sell loan products, and demonstrate online and mobile banking.
Meet customer expectations and achieve service quality standards; oversee the sales referral process and help management coach and mentor branch staff.
Perform all required customer transactions and use appropriate technology most effectively and efficiently. Maintain and balance a cash box; use Teller Scanning Equipment, Cash Recycling, Cash Dispensing machines, and coin machines.
Act as Vault Teller ensuring adequate branch cash for daily transactions—assist staff in ordering and shipping currency and distributing cash to Tellers.
Assist in community events (e.g., Habitat for Humanity) and participate in CRA initiatives, activities, and programs.
Report significant matters, issues, and unusual customer activity to Manager, maintaining knowledge of compliance and regulatory requirements.
Maintain knowledge and comply with 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.
Excellent interpersonal‑customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with customers and employees.
Strong analytical, problem‑solving, and decision‑making skills to uncover and resolve complex customer issues.
Make sound decisions, including on‑the‑spot decisions regarding customer transactions; weigh customer satisfaction against bank exposure to loss or fraud.
Interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
Deep understanding of retail banking and strong customer service skills; engage customers in conversation about products and services.
Detail‑oriented, strong organizational skills, and high degree of accuracy.
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
FIS/IBS (Integrated Banking Solutions).
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Sales and Customer Service
Banking
Location: West Palm Beach, FL
Referrals increase your chances of interviewing at Valley Bank by 2×.
#J-18808-Ljbffr