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, as well as 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, discusses/sells loan products to existing and prospective customers.
• Presents a confident and professional demeanor to establish trust and gain knowledge from the customer.
• Performs all transactions required by a customer and uses 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 (e.g., Habitat for Humanity).
• Participates in and 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.

Qualifications

• High School diploma or GED and at least one year of experience in customer service, retail sales, hospitality, or similar role.
• Business services experience in branch banking and knowledge of branch operations, or successful completion of a Valley Retail training program.
• FIS/IBS (Integrated Banking Solutions).
• Associate's or Bachelor's degree with concentration in accounting, business, finance, economics or a related field.