Personal Banker - Regional

Personal Banker - Regional at 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 across the United States. 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.

Responsibilities

• Responsible for providing exceptional customer service in accordance with Valley’s mission statement. Ability to engage customers with friendly and professional service.
• Knowledge of all bank products and services and ability to educate and demonstrate customers on such, as well as cross‑sell various products and services.
• Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
• At the direction of the District Operations Manager, must be able to travel to various branch locations to provide coverage which will continue to ensure high levels of customer service within the branch network.
• Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts (checking, savings, certificate of deposit, IRAs), discusses / sells loan products to existing and prospective customers and possesses knowledge of online banking and mobile banking abilities to promote and demonstrate to customers.
• Responsible for meeting customer expectations and achieving service quality standards. Participates / oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.
• Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Use technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
• 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.
• 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 policies and procedures.

Required Skills

Required Experience

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Sales and Customer Service

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