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 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).
- ...sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth,...SuggestedFull timeTemporary work
$41.71k - $65k
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- ...the 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...SuggestedInternshipWork at officeFlexible hoursShift workWeekend workDay shift
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- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Full timeTemporary workPart timeWork at officeShift workNight shiftWeekend workDay shift
- 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...
- ...sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth,...Temporary work
- vnbcareers in Miami, FL seeks an upbeat customer service oriented Teller to grow existing relationships and welcome new clients. You will cross-sell banking products, open accounts, and guide customers through loan options in a fast-paced branch setting. Candidates should...
- Regions Bank in Miami, Florida is seeking a Relationship Banker I to deliver an exceptional customer experience on the cash line and by phone, processing transactions and identifying customer needs. The role emphasizes building relationships, educating customers on digital...
$46.8k - $60.32k
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- Job Responsibilities 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 ...
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing...Full time$250k
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- ...customer-focused professional to deliver exceptional service in person and over the phone, while growing and maintaining client relationships. You will engage clients with consultative conversations and referrals to specialists for complex needs. Responsibilities include...Shift work
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