Personal Banker

Job Title

Responsibilities Include :

1. Customer Service : Provide exceptional customer service in accordance with Valley's mission statement. Engage customers with friendly and professional service.

2. Product Knowledge : 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.

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. Sales Opportunities : Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses / sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.

5. Service Quality : 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.

6. Transaction Processing : Ability to 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 : 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 : Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.

9. Compliance : Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

10. Policies : Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.