Senior Personal Banker

Valley Bank•Winter Garden, FL

1d•Onsite

About The Position

The Senior Personal Banker is responsible for providing exceptional customer service in accordance with Valley's mission statement. This role requires a comprehensive knowledge of all Bank products and services, the ability to educate and demonstrate these services to customers, and to cross-sell various products and services. The Senior Personal Banker will handle complex transactions and account relationships, train others on these complexities, and perform other duties in the absence of management. This position requires a confident and professional demeanor to establish trust and analyze customer needs to recommend appropriate products and services. Responsibilities include meeting with customers to analyze financial needs, maximizing sales opportunities, opening new accounts (checking, savings, certificates of deposit, and IRAs), discussing and selling loan products, and promoting and demonstrating online and mobile banking abilities. The role also involves meeting customer expectations, achieving service quality standards, participating in the sales referral process, assisting management in coaching branch staff, performing all required customer transactions using appropriate technology, maintaining and balancing a cash box, and utilizing various banking technologies. Additionally, the Senior Personal Banker will act as Vault Teller, assist in community events and CRA initiatives, report significant matters to the Manager, and maintain knowledge of compliance and regulatory requirements, as well as the Bank's Code of Conduct and policies.

Requirements

Excellent verbal and written communication skills.
Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
Excellent interpersonal and customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
Ability to make sound decisions, including on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with the Bank's exposure to loss or fraud.
Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
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.
Ability to handle multiple projects simultaneously.
Proficient computer skills.
High School Diploma or GED.
A minimum of 3 years of branch banking experience with strong platform sales experience.

Nice To Haves

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

Responsibilities

Provide exceptional customer service in accordance with Valley's mission statement.
Educate and demonstrate Bank products and services to customers and cross-sell various products and services.
Handle complex transactions and account relationships and train others on these complexities.
Perform other duties on behalf of or in absence of management.
Analyze customer needs and recommend appropriate products and services.
Meet with customers to analyze financial needs and maximize sales opportunities.
Offer all bank products and assist with other service needs, open new accounts (checking, savings, certificate of deposit and IRAs).
Discuss and sell loan products to existing and prospective customers.
Promote and demonstrate on-line banking and mobile banking abilities to customers.
Meet customer expectations and achieve service quality standards.
Participate/oversee the sales referral process ensuring customer financial needs are met.
Assist management in coaching branch staff members.
Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently.
Maintain and balance a cash box.
Utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
Act as Vault Teller to ensure 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.
Assist in community events (i.e. Habitat for Humanity) etc.
Participate in and support CRA initiatives, activities and programs.
Report all significant matters, issues and unusual customer activity to Manager.
Maintain personal knowledge of compliance and regulatory requirements.
Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.