Sr Personal Banker
Company: Valley Bank
Posted on: May 16, 2022
As a Banking Service Professional, the Senior Personal Banker
will provide effective support of sales and service activities
within the banking office, developing new business by educating
existing and potential clients and exemplifying Valley's quality
service standards. Provides a variety of banking solutions by
analyzing needs, recommending solutions and selling bank products
and services to existing and potential clients. Perform a variety
of routine banking transactions (teller and platform), while
supporting the Market Manager in achieving quality service and
complying with operational procedures. Responsibilities include,
but are not limited to:
- Responsible for providing exceptional customer service in
accordance with Valley's mission statement. Ability to engage
customers with friendly and professional service.
- Comprehensive knowledge of all Bank products and services and
ability to educate and demonstrate these services for customers, as
well as cross sell various products and services. Ability to handle
complex transactions and account relationships and train others on
these complexities. Performs other duties on behalf of or in
absence of management.
- 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.
- Meets with customers to analyze financial needs and maximize
sales opportunities. Offers all bank products and assists with
other service needs, opens new accounts, i.e. checking, savings,
certificate of deposit and IRAs, discusses/sells loan products to
existing and prospective customers and possesses knowledge of
on-line 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. Assists
management in coaching 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. Ability to utilize
technology such as Teller Scanning Equipment, Cash Recycling and
Cash Dispensing machines and support customers in the use of Coin
- Act as Vault Teller to ensure 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
- Assists in community events (i.e. Habitat for Humanity) etc.
Participates in and supports CRA initiatives, activities and
- 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.
Keywords: Valley Bank, Union , Sr Personal Banker, Other , Union, New Jersey
Didn't find what you're looking for? Search again!