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. The Relationship Banker is responsible for driving branch growth by deepening existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. This role delivers exceptional customer service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. , 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 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). #J-18808-Ljbffr
- ## Relationship Banker I (Bilingual Spanish Preferred) - Pembroke LakesApplyremote type: On Sitelocations: Pembroke Pines, Floridatime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: August 21, 2026 (13 days left to apply)job requisition id: R\_1...SuggestedWork at officeLocal areaWork from homeFlexible hours
- ...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...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$18.25 per hour
...celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent,...SuggestedBank staffWork at officeLocal areaFlexible hoursNight shift- ...3064, USA Description Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...SuggestedTemporary workWork at officeMonday to Friday
- ...Regions Bank in Florida is seeking a Relationship Banker II to meet with customers in person and by phone to assess financial needs and offer suitable products and guidance. The role emphasizes growth, teamwork, and strong communication in a dynamic retail banking environment...SuggestedFull time
- ...transactions and maintain accurate records while delivering superior service. The role involves outbound calling and supporting Integrated Relationship Management (IRM) activities to meet clients' financial needs. The position emphasizes cross-training to support sales and...Full time
- ...Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM-5:00PM. Summary The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary workWork at officeMonday to Friday
- ...that meet 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 clients...Work at officeFlexible hoursShift workWeekend workDay shift
- ...clients to solutions that meet the financial goals. 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...Weekend work
- ...TD Bank in Pembroke Pines, Florida, is seeking a Relationship Banker I (bilingual Spanish preferred) to deliver personalized financial solutions and help clients confidently reach their financial goals. You will build lasting relationships by engaging walk-ins, handling...
- ...TD Bank is seeking a Premier Banker in Jupiter, Florida to manage a portfolio of mass affluent clients, providing personalized banking services while fostering strong client relations. This role demands proactive client engagement and in-depth financial product knowledge...
- Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for...Work at office
- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...Night shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail bank organization, you will be based in West Melbourne, Florida 32904 at the West...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Jobtailor in New York is seeking a customer-focused financial center associate to educate clients on mobile, online banking, and ATMs while accurately processing cash transactions. You will engage with clients to understand their priorities and connect them with appropriate...Weekend work
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
- Regions Bank in Edgewater, Florida seeks a Relationship Banker I to deliver exceptional service on the cash line and by phone, building meaningful customer connections while handling transactions. The role supports growth by educating customers on Regions’ digital solutions...
- ...hiring at a branch in New York to engage clients in the lobby, guiding self-service banking and cash transactions. You will build relationships, educate clients on digital tools, and connect them with solutions that fit their goals. The role requires a client-first...Flexible hours
- Trustmark is seeking a Relationship Banker to identify customer needs and match them with bank products, enhancing satisfaction and loyalty. You will proactively sell and reference opportunities while handling cash and non-cash transactions across the branch. You will build...
- A forward-thinking financial institution in the Town of Florida is seeking a driven individual for a banking role. The ideal candidate must be bilingual in English and Spanish, with over 3 years of retail banking or high volume cash handling experience. Responsibilities...
$35.64k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...Full timeFlexible hours- ...States seeks a Regular full-time employee to deliver exceptional client service in person and on the phone while expanding client relationships. You will provide financial solutions through consultative conversations and referrals to specialists, with potential cross-...Full time
- Regions Bank is seeking a Relationship Banker II in Florida, responsible for meeting customer financial needs through proactive guidance and support. This full-time role requires a High School Diploma or GED, and offers competitive compensation, commission incentives, and...Full time
- Truist in the United States is seeking a motivated client services professional to build and deepen relationships both in person and by phone. You will provide financial solutions that meet client needs through consultative conversations and referrals to internal partners...Work at office
- ...that meet 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...Work at officeShift workWeekend workDay shift
- Truist Financial Corporation in Amelia Island is seeking a Relationship Banker to deliver industry-leading client service, both in person and on the phone, and to develop and expand client relationships with tailored financial solutions. The role includes cross-training...
- Chase is seeking a Relationship Banker to represent the brand and build lasting client relationships in a branch setting. You will leverage Chase Mobile App, Chase.com, and ATMs to deliver convenient, thoughtful financial solutions tailored to each client. Responsibilities...
- ...engagement and cross-sell financial solutions. The role includes teller duties as needed, with a focus on building and expanding relationships through consultative conversations and referrals to specialists. Occasional travel and weekend/extended hours may be required....
- Chase is seeking a Relationship Banker in Town of Florida, NY, responsible for managing client relationships and providing exceptional service. The ideal candidate has retail banking sales experience and strong communication skills, elevating client experiences through...
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