Personal Banker
Valley National Bancorp
Job Responsibilities
Responsibilities 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 them to customers, and cross-sell various products.
3. Professional Demeanor: Present a confident and professional demeanor to establish trust, analyze customer needs, and recommend appropriate products.
4. Financial Needs Analysis: Meet with customers to analyze financial needs, maximize sales opportunities, open new accounts, discuss and sell loan products, and promote online and mobile banking.
5. Sales Referral Process: Participate in or oversee the sales referral process, ensure customer financial needs are met, and assist management in coaching and mentoring branch staff.
6. Transaction Processing: Perform all transactions, use appropriate technology, maintain and balance a cash box, and utilize technology like Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines.
7. Vault Teller Duties: Ensure adequacy of branch cash for daily transactions by assisting in ordering and shipping currency, coin and controlling, distributing cash to Tellers in prescribed limits.
8. Community Involvement: Assist in community events and support CRA initiatives, activities, and programs.
9. Compliance: Report significant matters, issues, and unusual customer activity to Manager, and maintain knowledge of compliance and regulatory requirements.
10. Code of Conduct: Adhere to the Bank's Code of Conduct and all policies and procedures.
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