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.
Valley National BancorpVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker in Winter Park, FL vacancy
- ...Job Description Job Description Summary The Personal Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists customers in their...Suggested
Central Bank Of Tampa
Winter Park, FLmore than 2 months ago - Wells Fargo is seeking an Associate Personal Banker in Winter Park. You will deliver exceptional customer service by building relationships and helping customers succeed financially. Responsibilities include opening accounts, assisting with service requests, and identifying...Suggested
- A regional banking institution in Winter Park seeks a Personal Banker to support branch functions and enhance client services. The ideal candidate will have at least two years of relevant experience and strong skills in customer service, adaptability, and communication....Suggested
- ...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...Suggested
- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday-Friday 8:00AM - 5PM Summary: The... ...emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking...SuggestedTemporary workWork at officeMonday to Friday
- PNC is seeking a Personal Banker in Orlando, Florida to enhance customer relationships and manage the customer experience. This role demands a bilingual individual fluent in English and Spanish, focusing on proactive sales activities and improving financial well-being for...
- Job Overview Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients, have deep conversations to understand...Shift workWeekend workDay shift
- Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver ...Work at officeLocal areaDay shift
- Bank Of America Job Opportunity 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...Work at officeFlexible hoursShift workWeekend workDay shift
$39.6k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both... ...our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify...Full timeFlexible hours- A leading financial institution located in Orlando, FL is seeking a Personal Banker to enhance customer engagement and drive sales. You will manage the customer experience, leveraging technology and proactive sales to deepen relationships. The ideal candidate has over 3...
- Relationship Banker - Boggy Creek & Lake Nona - Orlando, FL Join to apply for the Relationship Banker - Boggy Creek & Lake Nona - Orlando... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- ...The Purpose of Your Role**Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform...Work at office
- Moors & Cabot Inc is seeking a Financial Advisor in Winter Park, FL. You will oversee investment strategies for clients, providing tailored financial planning solutions. This full-time role offers flexible arrangements: remote, hybrid, or in-office, depending on your proximity...Remote jobFull timeWork at officeFlexible hours
- ...essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- A financial advisory agency in Winter Park, FL, is seeking a Registered Representative to provide financial planning and advice to clients. The ideal candidate will hold relevant securities licenses and have a minimum of 2 years' experience in the financial advisory sector...
$70k - $200k
...Advisors at Ataraxis Wealth Management (a Northwestern Mutual company) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with...Work experience placement- ...building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon...
- Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...Full timePart timeWork at office
$49.9k
...Relationship Banker Team Lead At Regions, the Relationship Banker Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products...Full timeLocal areaFlexible hours- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...Temporary workWork experience placementLocal area
$350k
...Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience... ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of...- ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...for middle-market clients by identification of potential qualified clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service. Adequately prepares for...Work at officeLocal area
- ...sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide...Ongoing contractWork experience placementImmediate start
- ...Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch... ...branch RMM to prepare for sales calls to add value and strengthen personal relationships with customers. Conducts outside calling to small...Work at office
$70k - $200k
...Advisors at Ataraxis Wealth Management (a subsidiary of Northwestern Mutual) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions...Work experience placement- ...and to assign other duties as necessary. Equal Employment Opportunity (EEO) FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Work at office
- Change Of Enrollment Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits,...Work experience placementWork at officeFlexible hoursNight shiftWeekend work
- Financial Aid Student Advisor The Financial Aid Student Advisor is responsible for counseling undergraduate students, graduate students, and their families regarding various financing options. Essential duties and responsibilities include educating and assisting students...Work at officeFlexible hoursNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
Related searches