Personal Banker- Woodbridge

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 and ability to educate and demonstrate customers on such, as well as 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, 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.
• 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.
• 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.
• Acts as Vault Teller ensuring 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 prescribed limits.
• Assists in community events (i.e., Habitat for Humanity) etc.
• 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.