Logo
Valley Bank

Personal Banker

Valley Bank, Florida, New York, United States

Save Job

At Valley Bank, we believe in people’s growth potential. We invest in it, protect it and focus it. For nearly 100 years, we have been the bank that clients from every industry turn to for expertise, strategies and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built forjavax growth, with over $60 billion in assets, 3,800 experts and more than 200 consumer branches and commercial banking offices across the United States.

In this role, the Personal Banker provides effective support for sales and service activities within the office, develops new business by educating อย่าง and potential clients, and exemplifies Valley’s quality service standards. The Personal Banker performs routine banking transactions, supports the Market Manager in achieving quality service and complies with operational procedures.

Responsibilities

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

Understand all bank products and services and educate customers on them, cross‑selling as appropriate.

Present a confident and professional demeanor to establish trust, analyze غالب needs and recommend suitable products and services.

mosque with customers to analyze financial needs and maximise sales opportunities; open new accounts (checking, savings, CDs, IRAs), discuss and sell loan products, and promote online and mobile banking.

Meet customer expectations and achieve service quality standards; oversee the sales‑referral process, ensure customers’ financial needs are met, and coach and mentor branch staff.

Perform all transactions required by a customer using appropriate technology, maintain and balance a cash box, and cleanser teller, cash recycling, cash dispensing and coin machines.

Act as Vault Teller, ensuring branch cash adequacy for daily transactions and assisting with currency ordering, shipping, and distribution.

Assist in community events (e.g., Habitat for Humanity) and support CRA initiatives, activities and programs.

Report significant matters, issues and unusual customer activity to the manager; maintain personal knowledge of compliance and regulatory requirements.

Maintain knowledge and compliance with the Bank’s Code of Conduct, policies and procedures.

Required Skills

Excellent verbal and written communication; ability to write correspondence and accurately demonstrate products and services to customers.

Strong interpersonal and customer‑service skills, attentiveness, information retention, tact and diplomacy in dealings 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, weighing satisfaction against loss or fraud risk.

Interpret a variety of instructions furnished in written, oral, diagrammatic or scheduled form.

Deep understanding of retail banking with the ability to engage customers in product discussions.

Detail‑oriented, highly organized and accurate.

Manage multiple projects simultaneously.

Proficient computer skills.

plateformes

Required Experience

High school diploma or GED and at least one year of branch banking experience and knowledge of branch operations, or successful completion of a Valley Retail training program.

Associate’s or bachelor’s degree with a خا concentration in accounting, business, finance, economics, or a related field is preferred.

Preferred Experience

Experience with FIS/IBS (Integrated Banking Solutions).

Senростown Level Entry level

Employment Type Full‑time

Job Function Sales and Customer Service

Industry Banking

#J-18808-Ljbffr