Relationship Banker
Valley National Bancorp
Job TitleResponsibilities include but are not limited to:Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.Demonstrates and promotes online and mobile banking capabilities.Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balance a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.Participate in community events and supports CRA initiatives, activities, and programs.Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.Adhere to the bank's code of conduct and all policies and procedures.Required Skills:Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.Detail oriented, strong organizational skills, and high degree of accuracy.Ability to manage multiple projects simultaneously.Proficient computer skills.Required Experience:High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.Preferred Experience:1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).
$17 - $29.75 per hour
...join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on...Suggested- Santander Bank, N.A. is seeking a Banking Center Relationship Banker I in Hauppauge, NY to serve Banking Center customers and assist the team in achieving sales, service, and operations goals. You will process customer transactions, learn customer needs, and build trust...Suggested
- Santander Bank, N.A. is seeking a Banking Center Relationship Banker I in Hauppauge, NY. This role handles customer transactions, supports sales initiatives, and builds relationships with clients to drive growth and service quality. You will learn and apply bank products...SuggestedFlexible hours
- Santander Bank, N.A. is hiring a Relationship Banker I to serve Banking Center customers, drive sales, deliver excellent service, and support daily operations. You’ll process transactions, learn customer needs, and build trust through active listening and solutions. The...SuggestedFlexible hours
- Santander Bank, N.A. in Hauppauge, NY is seeking a Banking Center Relationship Banker I to serve customers, support sales, and assist with operations. You will process transactions, learn customer needs, and develop trusted banking relationships with a focus on service...SuggestedFlexible hours
- JPMorgan Chase & Co. in New York seeks a Retail Banking Sales Associate to deliver excellent client service, build lasting relationships, and educate clients on technology and banking solutions. You will consult with clients to tailor financial products and work with a...Afternoon shift
- Santander is hiring a Region Relationship Banker I for Bayshore, NY. This role supports multiple banking centers, processes customer transactions, and drives sales and service goals within regulatory guidelines. Ideal candidates bring entry-level banking experience, a customer...
- JPMorganChase in Commack, NY is seeking a Relationship Banker to represent the brand with hospitality, leverage Chase Mobile App and digital tools, and build lasting client relationships by understanding financial needs. You will work in a branch, handle client inquiries...
- ...customer-focused Financial Center Associate to help clients conduct transactions and educate on self-service options. You will build relationships, handle cash, and connect clients to the bank's broad range of solutions. The role requires strong communication, teamwork, and...Weekend work
- JPMorgan Chase in New York is seeking a Relationship Banker to represent our brand with hospitality and financial solutions. You will lead client relationships, offering thoughtful solutions to address financial needs and contribute to branch success. Responsibilities include...
- JPMorgan Chase & Co. in New York is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and to build lasting client relationships using our latest banking solutions. You will engage with clients in person and over the phone, tailor product...
- Santander Bank is seeking a Regional Relationship Banker 1 to support multiple Bayshore/N.Y. banking centers. You will help customers with deposits, service needs, and sales opportunities while building trusted relationships across teams. Responsibilities include handling...
- Associated Bank is seeking a Relationship Banker in the United States to build lasting customer relationships, process transactions, and identify opportunities for product recommendations. The role focuses on delivering exceptional service, opening new accounts, and partnering...
- ...self-service transactions, including ATM, online, and mobile banking. The role emphasizes accurate cash handling, building client relationships, and identifying financial solutions to meet client needs. Flexibility to work weekends and extended hours is required....Weekend work
- ...financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
$32.25k
...Banking Center Relationship Banker 1- Hauppauge, NY Country: United States of America It Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our...Hourly payFull timeContract workWork experience placementFlexible hoursShift workWeekend work- ...our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an...Full timeNight shift
- Suffolk Credit Union seeks a Financial Services Representative III (Personal Banker) to deliver exceptional member experiences, grow relationships, and reference lending and wealth-management opportunities. You will partner with the Assistant Branch Manager to oversee daily...
- ...Financial Services Representative III (Personal Banker) At Suffolk Credit Union, we empower our members and strengthen our community... ...members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within...Local areaFlexible hoursNight shift
- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- Morgan Stanley's Global PM Trading team seeks a highly motivated trader to manage our non-linear trading business during North American hours. You will quote, price, and risk manage client flow across PM volatility markets, develop effective risk strategies with the global...
- Morgan Stanley is seeking an experienced Associate to VP for the Collateralized Mortgage Obligation (CMO) / Agency Derivatives (IO/IIO) desk. You will price, hedge, and trade across agency pools, CMOs, and derivatives while engaging with clients as a market maker. The role...
- ...financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial...TraineeshipFlexible hours
- ...truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom...Flexible hours
- ...Private Client Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
$28.85 per hour
...Member Value Personal Banker It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and... ...by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to...Hourly payWork at officeFlexible hoursNight shift- FourLeaf Federal Credit Union in Centereach, NY is seeking a Member Value Personal Banker to deepen member relationships through proactive outreach and strategic product recommendations. The role emphasizes sales goals, accurate transaction handling, and collaboration with...Weekend work
- FourLeaf Federal Credit Union is hiring a Member Value Personal Banker in East Northport, NY. The role focuses on growing member relationships through proactive sales and consultative needs discovery, while ensuring accurate transaction processing and adherence to policies...
- Citi in Huntington, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on building loyalty by assisting with banking needs and cross-selling treasury and small business products...Full time
- FNBO is seeking a Personal Banker to welcome customers, process routine transactions, and tailor recommendations to each client’s financial... .... The role emphasizes understanding customer needs, building relationships, and adhering to regulatory standards in a vibrant on-site...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!



