Talent.com
Valley Bank
Relationship BankerValley Bank • Winter Park, FL, US
Relationship Banker

Relationship Banker

Valley Bank • Winter Park, FL, US
11 days ago
Job type
  • Full-time
Job description
Responsibilities include but are not limited to:
  • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.
  • Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.
  • Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.
  • Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.
  • Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.
  • Demonstrates and promotes online and mobile banking capabilities.
  • Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.
  • Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.
  • Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.
  • Participate in community events and supports CRA initiatives, activities, and programs.
  • Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.
  • Adhere to the bank's code of conduct and all policies and procedures.
Create a job alert for this search

Relationship Banker • Winter Park, FL, US

Similar jobs

Senior Business Relationship Manager (LO) Orlando

Wells FargoOrlando, FL, United States
Full-time

Senior Business Banking Relationship Manager (LO).Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team.This role will support c... Show more

 • Promoted

Commercial Relationship Manager

Alphabe InsightOrlando, FL, United States
Full-time

Commercial Relationship Manager.At Strive Global, we believe great experiences start with great people.We are a fast-growing company dedicated to delivering exceptional events and creating meaningf... Show more

 • Promoted

Mortgage Loan Originator

Fifth Third BancorpOrlando, FL, United States
Full-time

Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.Performs a wide range of dutie... Show more

 • Promoted

Relationship Manager - Merchant Services

Biller GenieOrlando, FL, United States
Full-time

Relationship Manager Merchant Services.Biller Genie is looking for a tech-savvy Relationship Manager who thrives on building deep, productive partnerships.You'll own a portfolio of ISOs and bank p... Show more

 • Promoted

Relationship Banker - Sanford - Sanford, FL

Wells FargoSanford, FL, United States
Full-time

Relationship Banker (SAFE) Opportunity.Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.Learn more abou... Show more

 • Promoted

Commercial Banker-Healthcare Services-VP/ED

ChaseOrlando, FL, United States
Full-time

You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Healthcare Commercial Banker is for you.As a Commercial Banker in our Healthcare in... Show more

 • Promoted

Relationship Banker - Orlando Central Market

Bank of AmericaOrlando, FL, United States
Full-time

Relationship Banker - Orlando Central MarketOrlando, Florida;Orlando, Florida; Orlando, Florida; Orlando, Florida; Orlando, Florida; Orlando, FloridaTo proceed with your application, you must be at... Show more

 • Promoted

Senior Small Business Banking Relationship Manager (LO)

Wells FargoAltamonte Springs, FL, United States
Full-time

Senior Small Business Banking Relationship Manager.Wells Fargo is seeking a Senior Small Business Banking Relationship Manager to be part of our growing Small & Business Banking Team.This role will... Show more

 • Promoted

Middle Market Relationship Manager II

SouthState BankOrlando, FL, United States
Full-time

SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.SouthState team members strive to create remarkable experiences while building mea... Show more

 • Promoted

Legal Wealth Relationship Manager I

SunTrust Investment Services, Inc.Orlando, FL, United States
Full-time

A Legal Relationship Manager 1 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from mid-sized law firms through t... Show more

 • Promoted

Private Mortgage Banker

Wells FargoOrlando, FL, United States
Full-time

Private Mortgage Banker (SAFE).Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfa... Show more

 • Promoted

Retail Mortgage Loan Originator

SunTrust Investment Services, Inc.Winter Springs, FL, United States
Full-time +2

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, ... Show more

 • Promoted

Client Relationship Executive Cyber Managed Services

PwC (US)Orlando, FL, United States
Full-time

Client Relationship Executive Cyber Managed Services.The Opportunity: As a Client Relationship Executive Cyber Managed Services, you will play a pivotal role in establishing and nurturing strateg... Show more

 • Promoted

Middle Market Banker I

TruistOrlando, FL, United States
Full-time

Middle Market Banking Relationship Manager.Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range ... Show more

 • Promoted

Senior Commercial Relationship Manager

Ameris BankOrlando, FL, United States
Full-time

Senior Commercial Relationship Manager.Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time.Whether a customer wants to grow t... Show more

 • Promoted

U.S. Private Bank - Private Banker - Executive Director

ChaseOrlando, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Relationship Banker Business Specialist

PNCAltamonte Springs, FL, United States
Full-time

Business Banking Specialist (Bilingual: English/Spanish Preferred).At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in deliveri... Show more

 • Promoted

Business Banking Relationship Manager - Orlando, FL.

U.S. BancorpOrlando, FL, United States
Full-time

Business Banking Relationship Manager.Bank is launching Business Banking in Orlando, Florida!.This is a highly sales-focused role, responsible for prospecting and building a new book of business wi... Show more

 • Promoted

Mortgage Loan Originator

CENLake Mary, FL, United States
Full-time

The Mortgage Loan Originator solicits residential first mortgages through contacts with realtors, builders, and developers.Interview loan applicants and make credit decisions.The MLO is responsible... Show more

 • Promoted

Corporate Banking Relationship Manager III

BankUnitedOrlando, FL, United States
Temporary

Corporate Banking Relationship Manager.A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts.Incu... Show more