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.

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

4. Financial Needs Analysis : Meet with customers to analyze financial needs and maximize sales opportunities, offering all bank products and assisting with other service needs.

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

6. Transaction Efficiency : Perform all transactions required by customers and use appropriate technology to provide services effectively and efficiently.

7. Vault Teller Duties : Ensure adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency 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 Manager and 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.