Relationship Banker-Fort Myers

Valley National Bank•Fort Myers, FL

About The Position

The Relationship Banker focuses on growing existing customer relationships and acquiring new customers through consistent sales execution, lead management, and proactive cross-selling. The role delivers friendly, professional, solution-oriented service aligned with the bank’s mission and maintains strong knowledge of bank products and services to educate customers and address their financial needs. The banker conducts financial needs assessments, opens checking, savings, certificate of deposit (CD), and individual retirement accounts (IRAs), and discusses and sells loan products to existing and prospective customers. The position also promotes online and mobile banking, performs customer transactions, maintains and balances a cash drawer, and serves as Vault Teller by managing branch currency and coin orders, shipments, and distribution within established limits. The role participates in the sales referral process, supports coaching and mentoring branch staff, contributes to community events and Community Reinvestment Act (CRA) initiatives, and reports significant matters, issues, and unusual customer activity to management. The banker must follow the bank’s code of conduct, policies, procedures, and applicable compliance and regulatory requirements.

Requirements

High school diploma or GED equivalent.
At least one year of experience in customer service, retail sales and service with cash handling, or a similar role.
Excellent verbal and written communication skills, including the ability to write correspondence and accurately demonstrate products and services to customers.
Strong interpersonal and customer service skills, including attentiveness, information retention, tact, and diplomacy with customers and employees.
Strong analytical, problem-solving, and decision-making skills to uncover and resolve complex customer issues.
Ability to make on-the-spot decisions about customer transactions while balancing customer satisfaction with the bank’s exposure to loss or fraud.
Ability to interpret instructions provided in written, oral, diagram, or schedule form.
Deep understanding of retail banking and strong customer service skills, including the ability to engage customers in conversations about products and services.
Detail-oriented, with strong organizational skills and a high degree of accuracy.
Ability to manage multiple projects simultaneously.
Proficient computer skills.

Nice To Haves

One year of business services experience in branch banking and knowledge of branch operations, or successful completion of a Valley Retail training program.
Associate’s or bachelor’s degree with a concentration in accounting, business, finance, economics, or a related field.
FIS/IBS (Integrated Banking Solutions) experience.

Responsibilities

Grow existing customer relationships and acquire new customers through sales execution, lead management, and proactive cross-selling.
Deliver exceptional, friendly, professional, and solution-oriented customer service.
Maintain knowledge of bank products and services; educate customers and cross-sell appropriate solutions.
Meet with customers to assess financial needs, identify sales opportunities, and provide full-service support.
Open checking, savings, CD, and IRA accounts; discuss and sell loan products to existing and prospective customers.
Demonstrate and promote online and mobile banking capabilities.
Meet customer expectations and service quality standards.
Participate in or oversee the sales referral process to help meet customer financial needs.
Assist management in coaching and mentoring branch staff.
Process customer transactions efficiently while leveraging technology.
Maintain and balance a cash drawer and use teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
Serve as Vault Teller by maintaining adequate branch cash levels and managing currency and coin orders, shipments, and distribution to tellers within established limits.
Participate in community events and support CRA initiatives, activities, and programs.
Report significant matters, issues, and unusual customer activity to management.
Maintain knowledge of compliance and regulatory requirements and adhere to the bank’s code of conduct, policies, and procedures.