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).
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$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- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...SuggestedNight shift
$44.86k - $57.4k
...products and referral goals for NEST and digital products. Proactively sells all Bank products and services to deepen and preserve relationships, based on customer need. Identifies sales opportunities for Debit Cards, Credit Cards, Wealth and Trust services as well as...SuggestedWork at officeLocal areaFlexible hoursNight shift- ...The Citi Personal Banker SAFE Act is an entry level position in Brentwood, NY, focused on assisting with sales, products, and services in coordination with customer service teams. The role aims to build loyalty among individual consumer clients and grow sales through...Suggested
- ...Citi in Bay Shore, New York is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on fostering customer relations, growing deposits and cross-selling treasury and small...
- ...opportunities for community involvement.Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for... ...members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-...Local areaFlexible hoursNight shift
- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Job Description Job Description Part-Time Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here...Full timePart timeFor contractorsFlexible hours1 day per week
- ...Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to... ...prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies...Local areaFlexible hoursNight shift
$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$142.1k - $236.8k
...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...Temporary workWork experience placement$75.9k - $126.5k
...Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth...Work experience placement- JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling...Local area
$65k - $70k
...and support to students throughout the full academic journey at St. George’s University. By maintaining a continuous counselor relationship across academic phases, this role delivers a seamless student experience and serves as a consistent point of contact for financial...Work at officeLocal areaWeekend workAfternoon shift- Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client financial assessments, create basic financial plans, assist with budgeting, savings...
- ...career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training...InternshipMonday to Friday
$99k
...and prioritize their financial needs, ensuring a comprehensive approach to wealth management. Build and maintain strong client relationships through regular communication and personalized service. Monitor clients' financial progress and adjust strategies as needed to ensure...- Institutional Student Financial Assistance Specialist This Institutional Student Financial Assistance Specialist (ISFAS) incorporates the full range of institutional student financial assistance responsibilities; including assisting graduate level students in the application...Work at officeLocal areaMonday to FridayWeekend workAfternoon shift
$135k - $165k
...management products and services to corporate clients. This role involves identifying new product opportunities, managing client relationships, and providing tailored solutions that meet clients’ cash management needs with a particular emphasis on account analysis. This...Full timeTemporary work- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$90k
...stakeholders. Participate in ongoing training and development programs to enhance your financial knowledge and skills. Foster strong relationships with clients by maintaining regular communication and providing exceptional customer service. Support the team in identifying...Permanent employment$22.79 - $37.99 per hour
...needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated... ...specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for...Hourly pay$22.79 - $37.99 per hour
...used to decision loan applications.Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.Follow the Bank's sales process and provide...Hourly pay$50.02k - $65.25k
...The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Hourly payFull timePart time$76.96k - $136.24k
...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Full timeTemporary workWork experience placementImmediate start- Job Title Core Responsibilities: Ensure all bank reconciliations, issue banks, receive banks, and assist with armored car transfers. Ensure all New York State Gaming Commission regulations and procedures are being followed. Verify vault daily. Accurately count Vault...Shift workWeekend workDay shiftAfternoon shift
- Job Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and...Fixed term contract
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...
- ...development Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can...Flexible hours
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