Valley Bank
Personal Banker
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Personal Banker
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Valley Bank Responsibilities
Provide exceptional customer service in accordance with Valley's mission statement, engaging customers with friendly and professional service. Know all Bank products and services, educate customers, and cross-sell various products and services. Present a confident and professional demeanor to establish trust, analyze needs, and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities: offer all bank products, open new accounts (checking, savings, certificates of deposit, IRAs), discuss and sell loan products, and demonstrate online and mobile banking. Meet customer expectations and achieve service quality standards; participate in the sales referral process and coach branch staff. Perform all required customer transactions using appropriate technology, maintain and balance a cash box, and use Teller Scanning Equipment, Cash Recycling, Cash Dispensing machines, and Coin Machines. Act as Vault Teller to ensure adequate branch cash; assist with ordering and shipping currency and distributing cash to tellers within prescribed limits. Assist in community events and support CRA initiatives, activities, and programs. Report significant matters, issues, and unusual customer activity to the manager and maintain personal knowledge of compliance and regulatory requirements. Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills
Excellent verbal and written communication, and ability to write correspondence and accurately demonstrate products and services. Excellent interpersonal customer service skills: attentiveness, information retention, tact, and diplomacy with customers and employees. Strong analytical, problem‑solving, and decision‑making skills to resolve complex customer issues. Make sound decisions on the spot regarding customer transactions, balancing satisfaction with risk. Interpret a variety of instructions in written, oral, diagram, or scheduled form. Deep understanding of Retail Banking and strong customer service to engage customers about products and services. Detail‑oriented, strong organizational skills, and high accuracy. Manage multiple projects simultaneously. Proficient computer skills. Required Experience
High School diploma or GED and minimum 1 year of business services experience in branch banking or completion of a Valley Retail training program. Associate’s or Bachelor’s degree in accounting, business, finance, economics, or a related field is preferred. Preferred Experience
Experience with FIS/IBS (Integrated Banking Solutions). Seniority level
Entry level Employment type
Full‑time Job function
Sales and Customer Service Industries
Banking Referrals increase your chances of interviewing at Valley Bank by 2x Get notified about new Personal Banker jobs in
St. Petersburg, FL .
#J-18808-Ljbffr
Join to apply for the
Personal Banker
role at
Valley Bank Responsibilities
Provide exceptional customer service in accordance with Valley's mission statement, engaging customers with friendly and professional service. Know all Bank products and services, educate customers, and cross-sell various products and services. Present a confident and professional demeanor to establish trust, analyze needs, and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities: offer all bank products, open new accounts (checking, savings, certificates of deposit, IRAs), discuss and sell loan products, and demonstrate online and mobile banking. Meet customer expectations and achieve service quality standards; participate in the sales referral process and coach branch staff. Perform all required customer transactions using appropriate technology, maintain and balance a cash box, and use Teller Scanning Equipment, Cash Recycling, Cash Dispensing machines, and Coin Machines. Act as Vault Teller to ensure adequate branch cash; assist with ordering and shipping currency and distributing cash to tellers within prescribed limits. Assist in community events and support CRA initiatives, activities, and programs. Report significant matters, issues, and unusual customer activity to the manager and maintain personal knowledge of compliance and regulatory requirements. Maintain knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills
Excellent verbal and written communication, and ability to write correspondence and accurately demonstrate products and services. Excellent interpersonal customer service skills: attentiveness, information retention, tact, and diplomacy with customers and employees. Strong analytical, problem‑solving, and decision‑making skills to resolve complex customer issues. Make sound decisions on the spot regarding customer transactions, balancing satisfaction with risk. Interpret a variety of instructions in written, oral, diagram, or scheduled form. Deep understanding of Retail Banking and strong customer service to engage customers about products and services. Detail‑oriented, strong organizational skills, and high accuracy. Manage multiple projects simultaneously. Proficient computer skills. Required Experience
High School diploma or GED and minimum 1 year of business services experience in branch banking or completion of a Valley Retail training program. Associate’s or Bachelor’s degree in accounting, business, finance, economics, or a related field is preferred. Preferred Experience
Experience with FIS/IBS (Integrated Banking Solutions). Seniority level
Entry level Employment type
Full‑time Job function
Sales and Customer Service Industries
Banking Referrals increase your chances of interviewing at Valley Bank by 2x Get notified about new Personal Banker jobs in
St. Petersburg, FL .
#J-18808-Ljbffr