Personal Banker
Valley National Bancorp
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 gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
- 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 Machines.
- 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 prescribed limits.
- Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
- 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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker in Huntington Station, NY vacancy
- ...Citigroup Inc. is seeking a Personal Banker SAFE Act in Syosset, NY. This entry-level position involves assisting with sales and service activities, fostering customer relations, and recognizing lending opportunities. Applicants should possess a bachelor's degree and 0...Suggested
Citigroup Inc
Syosset, NY1 day ago - ...About the Role As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service...SuggestedWork at office
Valley Bank
Huntington Station, NY4 days ago $116k
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working todayNYL - Nassau-Suffolk NY
Melville, NY5 days ago- About this role: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...SuggestedHourly payMinimum wageWork experience placementWork at officeImmediate start
Wells Fargo
Melville, NY2 days ago $25 - $27.88 per hour
Company Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shiftDormont Manufacturing Company
Huntington, NY2 days ago- Job Title Responsibilities 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...
Valley National Bancorp
Huntington Station, NY2 days ago $116k
We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...New York Life
Melville, NY5 days ago- ...Member Service Representative / Personal Banker In this role, you will deliver exceptional service and support to members while promoting a culture of excellence and teamwork. Benefits Competitive compensation with paid training Engaged managers who value your input, are...Full timeFlexible hours
Jovia Financial Credit Union
Levittown, NY1 day ago $44.19k - $51.99k
...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, bank here, or are just getting to know us -...Full timeFor contractorsFlexible hoursJovia Financial
Levittown, NY2 days ago- Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log. Job Responsibility * Interviews patients to obtain necessary financial and insurance...Hourly payDaily paidFull time
$28.85 - $33.65 per hour
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Hourly payTemporary workMonday to FridayShift workDay shiftDormont Manufacturing Company
Melville, NY2 days ago$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...For contractorsWork at officeNorthwestern Mutual
Melville, NY1 day ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
Tri-State Wealth Advisors of Prudential Advisors
Melville, NY2 days ago - ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
ConnectOne Bank
Glen Head, NY5 days ago $1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Melville, NY2 days ago- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
Voya Financial
Melville, NY1 day ago $80k - $150k
...Planner Board of Standards) and FINRA Series 7 and 66, is required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Compensation $80,000 - $150,000/year About New York Life -...WizeHire
Melville, NY3 days ago- Northwestern Mutual is seeking College Financial Representatives for its internship program in Melville, New York. This opportunity allows students to develop a financial planning practice while networking with experts and gaining access to exclusive products. Responsibilities...Internship
Northwestern Mutual
Melville, NY2 days ago - ...Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague, New York;Hauppauge, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Hauppauge, NY14 hours ago - ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
Koitecc Solutions
Massapequa, NY15 hours ago $25.07 - $41.79 per hour
Overview: Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our...Hourly payM&T Bank
Commack, NY4 days ago- ...Koitecc Solutions is seeking a Relationship Banker in Massapequa, NY, to create memorable experiences for clients while managing banking relationships. The role involves delivering exceptional service, using the latest technology, and exceeding client expectations. We...Full timeWeekend workAfternoon shift
Koitecc Solutions
Massapequa, NY15 hours ago - ...-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine personalized attention with modern resources and open architecture-so you can move faster and think bigger. What sets CWP apart: * Dedicated...Shift work
Center for Wealth Preservation
Woodbury, NY3 days ago $61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Melville, NY5 days ago$120k
...journey with our dynamic team, offering flexibility and attractive earning potential. Responsibilities: • Guide clients in developing personalized financial plans that align with their goals and values. • Conduct thorough assessments of clients' financial situations to...NYL - Nassau-Suffolk NY
Melville, NY4 days ago$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Melville, NY4 days ago- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Work at officeShift workDay shift
Bank of America
Melville, NY4 days ago $85k - $132k
..., you will work closely with individuals, families, and business owners to help them identify their financial goals and develop personalized strategies to protect what matters most and build long-term financial security. As a Financial Professional, you'll have the...New York Life Insurance Company
Melville, NY2 days ago$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hoursMassMutual
Melville, NY3 days ago$100k
...desired • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Superior communication, relationship building,...Live inWork at officeNYL - Melville
Melville, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
