Universal Banker PT (Personal Banker - Tri-City)

Company: Valley Bank
Location: Belleville
Posted on: April 11, 2021

Job Description:

A Universal Banker exemplifies quality service standards while providing a variety of banking solutions and recommending and selling bank products and services. Perform a variety of routine banking transactions, while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to:

• Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
• Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.
• Ability to present a confident and professional demeanor to establish trust and knowledge from the customer.
• Meets with customers to analyze financial needs and maximize sales opportunities. Sells all bank products and assists with other service needs, opens new accounts, i.e. checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.
• Responsible for meeting customer expectations and achieving service quality standards. Oversees the sales referral process ensuring they meet customer financial needs and assists management in coaching branch staff members.
• Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box.
• Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
• Ensures adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency and coin, and controlling and distributing cash to Tellers in prescribed limits.
• Complies with the Secure and First Enforcement for Mortgage Licensing Act (S.A..F.E. Act) requirements and, where applicable registration requirements.
• Ensures and maintains compliance with Bank's established dress code.
• Adheres to dress code and other appearance requirements.
• Assists in community events (i.e. Habitat for Humanity).
• Performs other duties in absence of branch management.

Keywords: Valley Bank, New York , Universal Banker PT (Personal Banker - Tri-City), Other , Belleville, New York