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 and educate customers on all bank products and services, and cross-sell various offerings.

3. Professional Demeanor : Present a confident and professional demeanor to establish trust and gain customer knowledge. 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 loan products.

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

6. Transaction Efficiency : Perform all required transactions using appropriate technology, maintain and balance a cash box, and utilize technology such as Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines.

7. Vault Teller Duties : Act as Vault Teller, ensuring adequacy of branch cash for daily transactions by assisting in ordering and shipping currency, and controlling and distributing cash to Tellers.

8. Community Involvement : Assist in community events and support CRA initiatives, activities, and programs.

9. Compliance : Report significant matters, issues, and unusual customer activity to the Manager, maintaining 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.