Personal Banker - Regional
Company: Valley Bank
Posted on: June 25, 2022
As a Banking Service Professional, the Personal Banker will
provide effective support of sales and service activities within
various branches on a rotating basis, 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 within the
division. Perform a variety of routine banking transactions (teller
and platform), while supporting the Market Manager in achieving
quality service and complying with operational procedures at the
assigned location. Responsibilities include, but are not limited
- 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 gain knowledge from the customer. Analyze needs
and recommend appropriate products and services.
- At the direction of the District Operations Manager, must have
the ability to travel to various branch locations to provide
coverage which will continue to ensure high levels of customer
service within the branch network.
- Meets with customers to analyze financial needs and maximize
sales opportunities. Offers 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 possesses 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. Participates/oversees the sales referral
process ensuring customer financial needs are met and assists
management in coaching and mentoring 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
- Act as Vault Teller ensuring adequacy of Branch cash for daily
transactions by assisting the branch staff in ordering and shipping
currency & coin and controlling & distributing cash to Tellers in
- Report all significant matters, issues and unusual customer
activity to Manager maintaining personal knowledge of compliance
and regulatory requirements.
- Maintains knowledge and compliance with the Bank's Code of
Conduct and all policies and procedures.
Keywords: Valley Bank, New York , Personal Banker - Regional, Other , Livingston, New York
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