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.

3. Professional Demeanor : Present a confident and professional demeanor to establish trust, analyze customer needs, and recommend appropriate products.

4. Financial Needs Analysis : Meet with customers to analyze financial needs, maximize sales opportunities, 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, ensure customer financial needs are met, and assist management in coaching and mentoring branch staff.

6. Transaction Processing : Perform all transactions, use appropriate technology, maintain and balance a cash box, and utilize technology like Teller Scanning Equipment, Cash Recycling, and Cash Dispensing machines.

7. Vault Teller Duties : Ensure adequacy of branch cash for daily transactions by assisting 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. Compliance : Report significant matters, issues, and unusual customer activity to Manager, and maintain knowledge of compliance and regulatory requirements.

10. Code of Conduct : Adhere to the Bank's Code of Conduct and all policies and procedures.