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 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.

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 a customer 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.

7. Vault Teller : 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 and support CRA initiatives, activities, and programs.

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

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