Personal Banker

Valley National Bancorp - Oakland, NJ

Full-time

Oakland, NJ

Credit Intermediation and Related Activities

About the position

The Personal Banker at Valley National Bank is responsible for providing exceptional customer service and support for sales and service activities within the banking office. This role involves developing new business by educating clients about banking products and services, performing routine banking transactions, and ensuring compliance with operational procedures. The Personal Banker will engage with customers to analyze their financial needs and recommend appropriate banking solutions, all while exemplifying the bank's quality service standards.

Responsibilities

• Provide exceptional customer service in accordance with Valley's mission statement.
• Engage customers with friendly and professional service.
• Educate and demonstrate bank products and services to customers.
• Analyze customer needs and recommend appropriate products and services.
• Meet with customers to analyze financial needs and maximize sales opportunities.
• Open new accounts including checking, savings, certificates of deposit, and IRAs.
• Discuss and sell loan products to existing and prospective customers.
• Promote and demonstrate online and mobile banking capabilities to customers.
• Meet customer expectations and achieve service quality standards.
• Participate in the sales referral process to ensure customer financial needs are met.
• Assist management in coaching and mentoring branch staff members.
• Perform all transactions required by customers using appropriate technology.
• Maintain and balance a cash box.
• Utilize Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines.
• Act as Vault Teller to ensure adequacy of branch cash for daily transactions.
• Assist in community events and support CRA initiatives.
• Report significant matters and unusual customer activity to the Manager.
• Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.

Requirements

• High School diploma or GED and minimum 1 year of business services experience in branch banking.
• Knowledge of branch operations or successful completion of a Valley Retail training program.
• Excellent verbal and written communication skills.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to make sound decisions regarding customer transactions.
• Detail-oriented with strong organizational skills and high accuracy.
• Proficient computer skills.

Nice-to-haves

• Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred.
• Experience with FIS/IBS (Integrated Banking Solutions).

Benefits

• Equal Opportunity / Affirmative Action Employer.