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Personal Banker - Holmdel, NJ

Valley National Bank, Holmdel, New Jersey, United States

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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.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures.

Expected Work Hours 40 hours to include Saturdays

Job Description Responsibilities include, but are not limited to:

Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.

Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.

Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.

Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts (checking, savings, CDs, IRAs), discusses/sells loan products to existing and prospective customers and possesses knowledge of online and mobile banking to promote and demonstrate to customers.

Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.

Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively. Maintain and balance a cash box. Utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.

Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency, coin and distributing cash to Tellers within prescribed limits.

Assist in community events (e.g., Habitat for Humanity) and participate in CRA initiatives and programs.

Report significant matters, issues and unusual customer activity to Manager and maintain knowledge of compliance and regulatory requirements.

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

Requirements Required Skills:

Excellent verbal and written communication. Ability to write correspondence and appropriately 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 including on-the-spot decisions regarding customer transactions; weigh customer satisfaction issues with bank exposure to loss or fraud and reason through decisions.

Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.

Provides deep understanding of Retail Banking with strong Customer Service Skills and the ability to engage customers in conversation regarding products and services.

Detail oriented with strong organizational skills and high degree of accuracy.

Ability to 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 and knowledge of branch operations or successful completion of a Valley Retail training program.

Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred.

Preferred Experience:

FIS/IBS (Integrated Banking Solutions).

Full-time/Part-time Full-time

FLSA Non-exempt

Location 2124 HWY 35, Holmdel, New Jersey 07733, United States

Job Details Pay Range

$17.31 - $28.85 / hour

Pay Transparency Pay transparency laws apply where required by applicable law; this posting includes disclosures as required by law. Details on compensation and benefits will be provided during the hiring process.

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