Personal Banker

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 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, and discuss / sell loan products to existing and prospective customers. Possess knowledge of online banking and mobile banking abilities.

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 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. 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 (e.g., Habitat for Humanity) and 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 : Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.