Personal Banker
Valley National Bancorp, Tampa, FL, United States
Job Responsibilities
Responsibilities include, but are not limited to: 1. Exceptional Customer Service:
Engage customers with friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge:
Understand all Bank products and services and educate and demonstrate them to customers, as well as cross-sell various products and services. 3. Professional Demeanor:
Present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. 4. Financial Needs Analysis:
Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products and assist with other service needs, open new accounts, i.e., checking, savings, certificate of deposit and IRAs, discuss/sell loan products to existing and prospective customers and possess knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. 5. Service Quality Standards:
Meet customer expectations and achieve service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff members. 6. Transaction Efficiency:
Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. 7. Vault Teller Duties:
Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. 8. Community Involvement:
Assist in community events (i.e., Habitat for Humanity) etc. Participate in and support CRA initiatives, activities and programs. 9. Compliance Reporting:
Report all significant matters, issues and unusual customer activity to 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.
Responsibilities include, but are not limited to: 1. Exceptional Customer Service:
Engage customers with friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge:
Understand all Bank products and services and educate and demonstrate them to customers, as well as cross-sell various products and services. 3. Professional Demeanor:
Present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. 4. Financial Needs Analysis:
Meet with customers to analyze financial needs and maximize sales opportunities. Offer all bank products and assist with other service needs, open new accounts, i.e., checking, savings, certificate of deposit and IRAs, discuss/sell loan products to existing and prospective customers and possess knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. 5. Service Quality Standards:
Meet customer expectations and achieve service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff members. 6. Transaction Efficiency:
Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. 7. Vault Teller Duties:
Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. 8. Community Involvement:
Assist in community events (i.e., Habitat for Humanity) etc. Participate in and support CRA initiatives, activities and programs. 9. Compliance Reporting:
Report all significant matters, issues and unusual customer activity to 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.
