Personal Banker

Responsibilities

• Provides exceptional customer service in accordance with Valley's mission statement.
• Engages customers with friendly and professional service.
• Knowledge of all Bank products and services, able to educate and demonstrate customers on such, and cross-sell various products and services.
• Analyzes needs and recommends 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, including checking, savings, certificate of deposit and IRAs, and discusses/sells loan products to existing and prospective customers.
• Possesses knowledge of online and mobile banking abilities to promote and demonstrate to customers.
• Maintains customer expectations and achieves 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.
• Maintains and balances a cash box.
• Utilizes technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and supports customers in the use of Coin Machines.
• Assists in community events (i.e., Habitat for Humanity).
• Supports CRA initiatives, activities, and programs.
• Reports 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.

Requirements

• Excellent verbal and written communication.
• Strong analytical, problem-solving, and decision-making skills.
• Detail-oriented, strong organizational skills, and high degree of accuracy.
• Proficient computer skills.

Preferred Experience

• FIS/IBS (Integrated Banking Solutions).