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Valley National Bancorp

Personal Banker

Valley National Bancorp, Wood Ridge, New Jersey, United States, 07075

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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 customers, and cross-sell various products. 3. Professional Demeanor:

Present a confident and professional demeanor to establish trust and gain customer knowledge. 4. Financial Needs Analysis:

Meet with customers to analyze financial needs, maximize sales opportunities, and offer all bank products. 5. Sales Referral Process:

Participate/oversee the sales referral process, ensuring customer financial needs are met, and assist management in coaching and mentoring branch staff. 6. Transaction Efficiency:

Perform all transactions required by a customer, use appropriate technology, and maintain and balance a cash box. 7. Vault Teller:

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. 8. Community Involvement:

Assist in community events and support CRA initiatives, activities, and programs. 9. Compliance:

Report all significant matters, issues, and unusual customer activity to the Manager, maintaining personal knowledge of compliance and regulatory requirements. 10. Code of Conduct:

Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.