Senior Personal Banker

Valley Bank • Jacksonville, FL

4h

About The Position

Responsibilities include, but are not limited to:
Responsible for providing exceptional customer service in accordance with
Valley's mission statement. Ability to engage customers with friendly and
professional service.
Comprehensive knowledge of all Bank products and services and ability to
educate and demonstrate these services for customers, as well as cross sell
various products and services. Ability to handle complex transactions and
account relationships and train others on these complexities. Performs other
duties on behalf of or in absence of management.
Ability to present a confident and professional demeanor to establish trust
and gain knowledge from the customer. Analyze needs and recommend 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.
Responsible for meeting customer expectations and achieving service quality
standards. Participates/oversees the sales referral process ensuring customer
financial needs are met. Assists management in coaching branch staff members.
Ability to perform all transactions required by a customer and use
appropriate technology to provide services most effectively and efficiently.
Maintain and balance a cash box. Ability to 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.
Assists in community events (i.e. Habitat for Humanity) etc. Participates in
and supports CRA initiatives, activities and programs.
Report 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.

Requirements

• Excellent verbal and written communication.
• Excellent interpersonal - customer service skills.
• Strong analytical, problem solving, and decision-making skills.
• Ability to make sound decisions.
• Ability to interpret instructions.
• Provides deep understanding of Retail Banking and strong Customer Service Skills.
• Detail oriented, strong organizational skills, and high degree of accuracy.
• Proficient computer skills.
• High School Diploma or GED and 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.
• Educate and demonstrate bank products and services.
• Handle complex transactions and train others.
• Analyze customer needs and recommend products.
• Open new accounts and sell loan products.
• Meet customer expectations and achieve service quality standards.
• Perform all transactions and use appropriate technology.
• Maintain and balance a cash box.
• Act as Vault Teller.
• Assist in community events and support CRA initiatives.
• Report significant matters to Manager.
• Maintain knowledge of compliance and regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED