Senior Personal Banker

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 and services.

3. Professional Demeanor: Present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.

4. Customer Financial Needs: Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products and assist with other service needs, open new accounts, discuss/sell loan products, and promote and demonstrate online and mobile banking abilities.

5. Service Quality Standards: Meet customer expectations and achieve service quality standards. Participate in the sales referral process and assist management in coaching and mentoring branch staff members.

6. Transaction Efficiency: Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Utilize technology such as Teller Scanning Equipment, Cash Recycling, Cash Dispensing machines, and support customers in the use of Coin Machines.

7. Vault Teller Duties: Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency, coin, and controlling, distributing cash to Tellers in prescribed limits.

8. Community Involvement: Assist in community events (e.g., Habitat for Humanity) and participate in and support CRA initiatives, activities, and programs.

9. Compliance: Report all significant matters, issues, and unusual customer activity to Manager. Maintain personal knowledge of compliance and regulatory requirements.

10. Code of Conduct: Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.