Sr Personal Banker at Valley Bank

Huntington Station, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Organizational Skills, Attention to Detail, Sales Skills, Banking Knowledge, Technology Proficiency, Training Skills, Compliance Knowledge, Cash Handling, Community Engagement, Financial Analysis

Industry

Banking

Description

Responsibilities include, but are not limited to: * Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. * Comprehensive knowledge of all Bank products and services and ability to educate and demonstrate these services for customers, as well as cross sell various products and services. Ability to handle complex transactions and account relationships and train others on these complexities. Performs other duties on behalf of or in absence of management. * Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. * 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. * Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met. Assists management in coaching branch staff members. * 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. * Act as Vault Teller to 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. * Assists in community events (i.e. Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. * Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. * Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Qualifications Required Skills: * Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. * Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. * Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. * Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. * Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. * Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. * Detail oriented, strong organizational skills, and high degree of accuracy. Ability to handle multiple projects simultaneously. * Proficient computer skills. Required Experience: * High School Diploma or GED and a minimum of 3 years of branch banking experience with strong platform sales experience. * Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. * FIS/IBS (Integrated Banking Solutions) preferred.

Responsibilities

The Sr Personal Banker is responsible for providing exceptional customer service and educating customers on bank products and services. They analyze customer financial needs, open new accounts, and assist with complex transactions while ensuring compliance with bank policies.