Personal Banker
Valley National Bancorp, Winter Park, FL, United States
Job Responsibilities
Responsibilities include, but are not limited to: 1. Exceptional Customer Service:
Provide friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge:
Understand all bank products and services, educate and demonstrate them to customers, and cross-sell various products. 3. Professional Demeanor:
Present a confident and professional demeanor to establish trust, analyze customer needs, and recommend appropriate products. 4. Financial Needs Analysis:
Meet with customers to analyze financial needs, maximize sales opportunities, open new accounts, discuss and sell loan products, and promote online and mobile banking. 5. Sales Referral Process:
Participate in or oversee the sales referral process, ensure customer financial needs are met, and assist management in coaching and mentoring branch staff. 6. Transaction Processing:
Perform all transactions, use appropriate technology, maintain and balance a cash box, and utilize technology like Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines. 7. Vault Teller Duties:
Ensure adequacy of branch cash for daily transactions by assisting in ordering and shipping currency, coin and controlling, distributing cash to Tellers in prescribed limits. 8. Community Involvement:
Assist in community events and support CRA initiatives, activities, and programs. 9. Compliance:
Report significant matters, issues, and unusual customer activity to Manager, and maintain knowledge of compliance and regulatory requirements. 10. Code of Conduct:
Adhere to the Bank's Code of Conduct and all policies and procedures.
Responsibilities include, but are not limited to: 1. Exceptional Customer Service:
Provide friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge:
Understand all bank products and services, educate and demonstrate them to customers, and cross-sell various products. 3. Professional Demeanor:
Present a confident and professional demeanor to establish trust, analyze customer needs, and recommend appropriate products. 4. Financial Needs Analysis:
Meet with customers to analyze financial needs, maximize sales opportunities, open new accounts, discuss and sell loan products, and promote online and mobile banking. 5. Sales Referral Process:
Participate in or oversee the sales referral process, ensure customer financial needs are met, and assist management in coaching and mentoring branch staff. 6. Transaction Processing:
Perform all transactions, use appropriate technology, maintain and balance a cash box, and utilize technology like Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines. 7. Vault Teller Duties:
Ensure adequacy of branch cash for daily transactions by assisting in ordering and shipping currency, coin and controlling, distributing cash to Tellers in prescribed limits. 8. Community Involvement:
Assist in community events and support CRA initiatives, activities, and programs. 9. Compliance:
Report significant matters, issues, and unusual customer activity to Manager, and maintain knowledge of compliance and regulatory requirements. 10. Code of Conduct:
Adhere to the Bank's Code of Conduct and all policies and procedures.