Relationship Banker
Valley Bank
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well. 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 standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. 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 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). #J-18808-Ljbffr Valley Bank
- ...Valley Bank is seeking a Banking Service Professional (Personal Banker) to support sales and service activities within the banking... ...and adhering to procedures. The role emphasizes growing client relationships, educating customers on products, and meeting service standards...SuggestedWork at office
- ...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...Suggested
- ...a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!Relationship Bankers perform the following functions:Improve the financial well-being of our members and provide excellent service by identifying...SuggestedWork at officeMonday to FridayShift work
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- ...Fifth Third Bank in Largo, Florida is seeking a Retail Personal Banker I to join a structured onboarding program with rotations in... ...products, and process teller transactions, while building strong relationships with customers and partners in the branch network. #J-18808-...Suggested
- Job ResponsibilitiesResponsibilities include, but are not limited to:1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement.2. Product Knowledge: Understand all bank products and services, educate and demonstrate...
$39.6k
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- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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- Northwestern Mutual in Clearwater, Florida, is seeking College Financial Representatives for their internship program. This role allows students to build a financial planning practice while receiving guidance and support from a Fortune 500 company. Responsibilities include...Full timeInternshipFlexible hours
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
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...and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships • Acquire, expand, and maintain member client relationships through business development and networking • Grow member client...Base plus commissionTemporary work- ...America’s Merrill Advisor Development Program invites you to grow into a Financial Advisor role by building a client book, developing relationships with high-net-worth individuals, and delivering tailored investment guidance. You will collaborate with Merrill Financial...
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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 areaFlexible hours- ...Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled attentiveness and service. This is a unique opportunity to mature your skill set...Work at officeWork from home
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Personal Financial Counselor, Assignment Ready Counselor, PFC, Clearwater, FloridaThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for ...Contract workTemporary workWork at office$1,000 per month
Ataraxis Wealth Management, a subsidiary of Northwestern Mutual (17757 US Hwy 19 N, Clearwater, FL 33764) is hiring for Spring 2026 and Summer 2026 Internship Programs! Northwestern Mutual is one of Fortune World's Most Admired Companies with more than 5 million clients...Full timeContract workFor contractorsInternshipSummer internshipLocal areaFlexible hours$58.44k - $93.5k
Position Summary This position provides coverage in short‑term, surge, and on‑demand situations resulting from military needs such as post‑deployment events or covering an existing assignment for counselors who are absent. The role includes full‑breadth personal financial...Contract workTemporary 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
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...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build...Work experience placementWork at officeWork from home- Why BayCare? At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. With the support...Full timeRemote workShift workNight shiftWeekend workAfternoon shift
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