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 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. Financial Needs Analysis : 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 online and mobile banking.

5. Sales Referral Process : Participate in or oversee the sales referral process to ensure customer financial needs are met and assist management in coaching and mentoring branch staff members.

6. Transaction Efficiency : Perform all transactions required by a customer, use appropriate technology for services, maintain and balance a cash box, and utilize technology such as 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 distributing cash to Tellers in prescribed limits.

8. Community Involvement : Assist in community events and support CRA initiatives, activities, and programs.

9. Compliance Reporting : Report all significant matters, issues, and unusual customer activity to Manager, maintaining 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.