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 balances 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 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Preferred Experience:Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).
- ...Relationship Banker - Long Island East, NY Area Spanish Required Holbrook, New York;Shirley, New York; Smithtown, New York; Riverhead, New York; Port Jefferson Station, New York; Medford, New York **To proceed with your application, you must be at least 18 years of age...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Banking Professional This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions...SuggestedWork at office
$25.07 - $41.79 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...SuggestedHourly pay$19.5 - $23 per hour
## Banking Center Relationship Banker 1Applylocations: Bay Shore, NYtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000585If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put...SuggestedFlexible hoursWeekend work$19.5 - $23 per hour
## Banking Center Relationship Banker 1Applylocations: Bay Shore, NYtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000585If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put...SuggestedFlexible hoursWeekend work- ...client conversations to understand financial goals, and link clients to suitable solutions. Responsibilities include building client relationships, following compliant processes, and supporting a high-quality client experience at multiple NY locations. #J-18808-Ljbffr...
- Bank of America in Commack, NY is hiring a client service-focused role in the lobby to educate clients on self-service resources and accurately process cash transactions. You will engage clients to understand their financial goals and connect them with solutions. The role...
$18.5 - $23.42 per hour
Pay Range: $18.50 - $23.42 Bend, Twist, Crouch, Squat The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met...Full timeTemporary workPart timeBank staffWork visaFlexible hours- NBT Bank is seeking a Relationship Banker to deliver high-quality customer service and consultative support. You will handle deposits, consumer lending transactions, and account openings, while educating customers and cross-selling suitable products. The role may be in...
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...opportunities for community involvement. Role Overview: Our Personal Banker I's (Tellers) are responsible for delivering exceptional... ...and efficiently, they are expected to establish and enhance relationships through acquisition, retention, and cross-sell strategies...Local areaFlexible hoursNight shift
- ...Job Title Private Client Banker in Branch Banking Job Description You have a passion for taking care of our customers and... ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong...Afternoon shift
- ...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed... ...Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate start
- Suffolk Credit Union is seeking a Personal Banker II to deliver outstanding member service, educate about products, and build lasting relationships. You will identify cross-sell opportunities and refer members to lending and wealth management, while maintaining accuracy...
- Suffolk Credit Union in New York is seeking a Personal Banker II to deliver exceptional service and deepen member relationships. You will educate members on products, process transactions, and identify cross-sell opportunities to support retail banking goals. The role...Flexible hours
- Valley Bank is seeking a Banking Service Professional, Personal Banker, to provide sales and service support at the branch. You will educate clients, analyze financial needs, and cross-sell bank products while handling teller transactions and cash management. Open new...
- Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach...
- Jovia Financial in Commack, NY seeks a Part-Time Member Service Representative/Personal Banker. The role handles member transactions, answers questions, and cross-sells suitable financial products to meet member needs. Qualifications include a Bachelor’s degree or 18 months...Part timeWeekday work
$28.85 - $33.65 per hour
...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...You’ll provide personalised, actionable advice and connect clients with Thrivent products and programs while developing long-term relationships across generations. The role offers flexibility, access to a collaborative support network, and the chance to grow through...
- Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to...
- ...Union is looking for a Financial Services Representative III (Personal Banker) in Smithtown, New York. This role is essential in delivering exceptional member experiences, enhancing member relationships, and overseeing daily branch operations in collaboration with the...
- ...Personal Banker II (Financial Services Representative) At Suffolk Credit Union, we empower our members and strengthen our community... ...members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling...Local areaFlexible hoursNight shift
- ...Personal Banker III (Financial Services Representative) Role Overview: As a Financial Services Representative III (Personal Banker... ...members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within...Local areaFlexible hoursNight shift
- Position: Part‑Time Member Service Representative/Personal Banker Location: Commack, NY Job Id: 482 # of Openings: 1 At Jovia, we celebrate diversity and create an inclusive space where your creativity can shine. We value agile thinking and flexible workspaces, encouraging...Full timePart timeFor contractorsFlexible hours1 day per week
$142.1k - $236.8k
...comprehensive wealth management strategy for individuals, business owners, and/or families.Primary Responsibilities:Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely...Full timeTemporary workWork experience placement- ...to moderate complexity/risk* Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively... ...stronger performance* Establishes relationships with partner bankers to make effective referrals to them* Contributes to a positive...Work at office
- Morgan Stanley seeks an experienced Delta One / Equity Finance Trader to join a dynamic team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The role requires pricing complex financing transactions and collaborating with Prime Brokerage...
$150k - $200k
Trader, Delta One & Equity FinanceLocation: New York, NYPosition SummaryWe are seeking an experienced Delta One / Equity Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The successful candidate...Temporary work$108.96k - $163.44k
Overview:At Zebra, we are a community of innovators who come together to create new ways of working. United by curiosity and a culture of caring, we develop smart solutions that anticipate our customer’s and partner’s needs and solve their challenges.Being part of Zebra...Full timeSummer workLocal areaFlexible hours
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