Relationship Banker-Fort Myers

Valley Bank•Fort Myers, FL

About The Position

The Relationship Banker grows existing customer relationships and acquires new customers through sales execution, lead management, and proactive cross-selling. The role delivers friendly, professional, solution-oriented customer service; maintains knowledge of bank products and services; and educates customers about options that meet their financial needs. The Relationship Banker conducts financial needs assessments, opens checking, savings, CD, and IRA accounts, discusses and sells loan products, and promotes online and mobile banking. The position also performs customer transactions, balances a cash drawer, operates branch cash-handling equipment, and serves as Vault Teller by managing currency and coin orders, shipments, and teller distribution within established limits. The role supports service-quality standards, participates in the sales referral process, and assists management with coaching and mentoring branch staff. It also participates in community events and CRA initiatives, reports significant matters and unusual customer activity to management, follows compliance and regulatory requirements, and adheres to the bank’s code of conduct and policies.

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 demonstrate products and services accurately to customers.
Strong interpersonal and customer service skills, attentiveness, information retention, tact, and diplomacy when dealing with customers and employees.
Strong analytical, problem-solving, and decision-making skills to uncover and resolve complex customer issues.
Ability to make sound, on-the-spot decisions about customer transactions while weighing customer satisfaction against the bank’s exposure to loss or fraud.
Ability to interpret written, oral, diagrammatic, or scheduled instructions.
Deep understanding of retail banking and strong customer service skills, including the ability to discuss products and services with customers.
Detail orientation, 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 or bachelor’s degree concentrated 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 consistent sales execution, lead management, and proactive cross-selling.
Deliver exceptional customer service aligned with the bank’s mission.
Maintain knowledge of bank products and services, educate customers, and cross-sell to address their financial needs.
Establish customer trust, assess needs, and recommend appropriate financial solutions.
Conduct customer financial needs assessments, maximize sales opportunities, and provide full-service support.
Open checking, savings, CD, and IRA accounts and discuss or 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.
Assist management in coaching and mentoring branch staff.
Process customer transactions efficiently using technology; maintain and balance a cash drawer and use teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
Serve as Vault Teller, managing currency and coin orders, shipments, and distribution to tellers while maintaining adequate branch cash levels 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 follow the bank’s code of conduct, policies, and procedures.