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 customers. 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, discuss and sell loan products, and promote online and mobile banking.

5. Sales Referral Process : Participate in or oversee the sales referral process to ensure customer financial needs are met and assist management in coaching and mentoring branch staff members.

6. Transaction Processing : Perform all transactions required by customers and use appropriate technology to provide services 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 to ensure 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. Maintain 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.