Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 Bancorp
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Winter Park, FL vacancy
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Orlando, FL at the West Colonial Branch. Bilingual Spanish Required... 
    Suggested
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services Group

    Orlando, FL
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Orlando, FL at the Lake Nona Branch. PNC is an in‑office company... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Orlando, FL
    1 day ago
  •  ...trust offices in Winter Haven and Naples. We provide trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker – Responsibilities Perform daily branch functions including client services,... 
    Suggested
    Temporary work
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Winter Park, FL
    2 days ago
  •  ...culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank Organization, you will be based in Orlando, FL at the Waterford Lakes Branch. PNC will not provide... 
    Suggested
    Full time
    Temporary work
    Work experience placement

    PNC

    Orlando, FL
    5 days ago
  • $46.12k - $55.16k

     ...Relationship Banker IIAt Regions, the Relationship Banker II 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, services, and... 
    Suggested
    Flexible hours

    Regions Bank

    Winter Park, FL
    3 days ago
  • $39.6k - $46.88k

     ...Relationship Banker IAt Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on...  ...our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify... 
    Flexible hours

    Regions Bank

    Orlando, FL
    4 days ago
  •  ...relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing customer relationships and acquiring new ones through consistent... 

    Valley Bank

    Winter Park, FL
    1 day ago
  • A financial services company located in Orlando, Florida, seeks a Senior Commercial Relationship Manager. This role is responsible for achieving deposit and loan growth objectives while maintaining client relationships. The ideal candidate will have a minimum of 8 years...

    Ameris Bank

    Orlando, FL
    5 days ago
  •  ...identify top talent for the role of Senior Commercial Relationship Manager. This opportunity is ideal for an experienced commercial banker who thrives on business development, consultative client relationships, and portfolio management within a growing metro market. Why... 

    FinTrust Connect

    Orlando, FL
    3 days ago
  • $350k

     ...Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years...  ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating... 

    Avior Executive Search, Inc

    Orlando, FL
    4 days ago
  • $39.6k - $46.88k

     ...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit...  ...system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer... 
    Full time
    Flexible hours

    Regions Bank

    Orlando, FL
    6 days ago
  • $46.12k - $55.16k

     ...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit...  ...system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both... 
    Full time
    Flexible hours

    Regions Bank

    Orlando, FL
    6 days ago
  •  ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...  ...) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Orlando, FL
    2 days ago
  • $46.12k

     ...Relationship Banker II At Regions, the Relationship Banker II 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, services,... 
    Full time
    Flexible hours

    Regions Financial

    Orlando, FL
    4 days ago
  •  ...opportunity focused on commercial, middle market, and commercial real estate banking. This role is ideal for an experienced commercial banker who can develop new relationships, expand an existing portfolio, structure sound credit solutions, and serve as a trusted financial... 

    FinTrust Connect Careers

    Orlando, FL
    13 days ago
  • $260k - $350k

     ...New York City Company Retained by a global private bank Requirements 7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within the HNW/UHNW community in Argentina and Chile Well-connected and... 
    Full time
    Local area

    Norman Alex

    Orlando, FL
    5 days ago
  •  ...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 work
    Work experience placement
    Local area

    Chase

    Orlando, FL
    1 day ago
  •  ...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 work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Orlando, FL
    2 days ago
  •  ...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 work
    Work experience placement
    Local area

    Next Frontier Capital

    Orlando, FL
    1 day ago
  • $78.3k - $151k

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    4 days ago
  •  ...and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources.During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help... 
    Full time
    Immediate start
    Day shift

    Bank of America

    Orlando, FL
    6 hours ago
  •  ...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be... 
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Orlando, FL
    6 hours ago
  • $77k - $202k

     ...client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality... 
    Full time
    H1b

    PwC

    Orlando, FL
    4 days ago
  • Overview About The RoleAs a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your...
    Full time
    Work at office

    City National Bank of Florida

    Orlando, FL
    6 hours ago
  •  ...obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means. Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the... 
    Full time
    Interim role
    Local area

    BankUnited

    Orlando, FL
    6 hours ago
  •  ...Relationship Banker (SAFE) OpportunityWells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of...  ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Sanford, FL
    1 day ago
  •  ...the 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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Orlando, FL
    3 days ago
  •  ...Your experience matters - and here, it's a foundation for building a meaningful, long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Orlando, FL
    2 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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Orlando, FL
    4 days ago
  •  ...written. Strong organization skills and systems acumen. Strong business mathematical skills and keen attention to detail. Personal integrity and ability to discreetly handle confidential data. Adept at prioritization with ability to complete multiple time-... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Orlando, FL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!