Personal Banker - Bonita Springs

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.
• Presents a confident and professional demeanor to establish trust and gain knowledge from the customer.
• 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 and 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 (e.g., 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 skills.
• Strong analytical, problem-solving, and decision-making skills to effectively uncover and resolve complex customer issues.
• Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud.
• Interpret a variety of instructions furnished in written, oral, diagram, or scheduled form.
• Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.
• Detail-oriented, strong organizational skills, and high degree of accuracy.
• Able to manage multiple projects simultaneously.
• Proficient computer skills.

Qualifications

• High School diploma or GED.
• Minimum 1 year of business services experience in branch banking and knowledge of branch operations.
• Successful completion of a Valley Retail training program.
• Associates or Bachelor's degree with concentration in accounting, business, finance, economics, or a related field is preferred.
• FIS/IBS (Integrated Banking Solutions) experience is preferred.