Job Description

Responsibilities include but are not limited to:

• Grow existing customer relationships and acquire new ones through consistent sales execution, effective lead management, and proactive cross selling of banking products and services.
• Deliver exceptional customer service aligned with the bank's mission statement by engaging clients with professionalism, friendliness, and deep product expertise.
• Demonstrate comprehensive knowledge of all bank products and services; educate customers, handle complex transactions, manage intricate account relationships, and train colleagues on complex processes as needed. Performs other duties on behalf of or in absence of management.
• Build trust with customers by presenting a confident and professional demeanor; assess financial needs and recommend tailored banking solutions to meet short and long term goals.
• Conduct in-person customer consultations to identify opportunities and maximize sales; open new accounts including checking, savings, CDs, and IRAs; discuss and offer loan products; and promote digital banking solutions including online and mobile banking.
• Achieve customer service quality standards while participating in and overseeing the sales referral process; assist management in coaching branch staff to improve sales effectiveness and customer experience.
• Perform all customer transactions efficiently using teller and platform technology; maintain and balance a cash drawer; and operate cash machines such as teller scanners, cash recyclers, cash dispensers, and coin machines.
• Serve as Vault Teller by managing branch cash levels, ordering and shipping currency/coin, and distributing cash to tellers within established limits; act as sole supervisor in the absence of the Branch Banking Leader when required.
• Support community engagement and CRA initiatives by participating in local events and community programs such as Habitat for Humanity.
• Report significant matters, issues, or unusual customer activity to management; maintain a strong understanding of regulatory and compliance requirements.
• Adhere to the bank's Code of Conduct and all internal policies and procedures, ensuring operational and compliance standards are consistently met.

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 handle multiple projects simultaneously.
• Proficient computer skills.

Required Experience:

• High School Diploma or GED equivalent and a minimum of 3 years of branch banking experience with strong platform sales experience.

Preferred Experience:

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

Job Overview

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Senior Relationship banker serves as a trusted financial advisor to retail banking customers, providing personalized guidance on banking products and services while deepening customer relationships. This role combines consultative sales, account management, and operational expertise to deliver a high quality customer experience. Senior Relationship bankers proactively identify customer needs, recommend appropriate financial solutions, and support customers in achieving their financial goals.

In addition to managing a personal portfolio of clients, the Senior Relationship banker acts as a subject matter expert within the branch, supporting less experienced bankers, assisting with complex transactions, and ensuring compliance with bank policies and regulatory requirements. This position plays a key role in driving branch revenue, increasing customer retention, and maintaining strong customer satisfaction.

Expected Work Hours

40

Total Rewards Summary

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.