Valley Bank

Relationship Banker

Valley Bank  •  Wayne, NJ (Onsite)  •  4 hours ago
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Job Description

Responsibilities include but are not limited to:
  • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
  • Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
  • Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
  • Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
  • Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
  • Demonstrates and promotes online and mobile banking capabilities.
  • Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
  • Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
  • Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
  • Participate in community events and supports CRA initiatives, activities, and programs.
  • Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
  • Adhere to the bank's code of conduct and all policies and procedures.
Qualifications
Required Skills:
  • Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
  • Excellent interpersonal - 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 which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
  • Provides 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 manage multiple projects simultaneously.
  • Proficient computer skills.
Required Experience:
  • High School Diploma or GED equivalent; and minimum of 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
Preferred Experience:
  • Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.
  • FIS/IBS (Integrated Banking Solutions).
Valley Bank

About Valley Bank

At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927.

For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small.

We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed.

©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Morristown, New Jersey
Year Founded
1927
Website
valley.com
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