Personal Banker - Morris Plains, NJ

Overview

Job Overview:
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

Valley Bank is a relationship bank built for growth that includes all associates, not just clients.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures.

40 hours to include Saturdays

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.
• Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross-sell various products and services.
• 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 (checking, savings, CDs, IRAs), discusses/sells loan products, and promotes on-line and mobile banking.
• Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.
• Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively. Maintain and balance a cash box. Knowledge of Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and supporting customers in the use of Coin Machines.
• Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting in ordering and shipping currency and distributing cash to Tellers within prescribed limits.
• Assists in community events and CRA initiatives, activities and programs.
• Report all significant matters, issues and unusual customer activity to Manager and maintain knowledge of compliance and regulatory requirements.
• Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.

Required Skills:

• Excellent verbal and written communication. Ability to write correspondence and appropriately demonstrate products and services to customers.
• Excellent interpersonal and customer service skills, attentiveness, information retention, tact and diplomacy in dealing with customers and employees.
• Strong analytical, problem solving, and decision-making skills to uncover and resolve complex customer issues.
• Ability to make sound on-the-spot decisions regarding customer transactions while considering customer satisfaction and Bank risk.
• Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
• Deep understanding of Retail Banking with strong customer service skills to engage customers in conversation about products and services.
• Detail-oriented with strong organizational skills and high accuracy.
• Ability to manage multiple projects simultaneously.
• Proficient computer skills.

Required Experience:

• High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
• Associates or Bachelor's degree with concentration in accounting, business, finance, economics or related field is preferred.

Preferred Experience:

• FIS/IBS (Integrated Banking Solutions).

Full-time

FLSA:
Non-exempt

Location:

51 Gibraltar Drive, Morris Plains, NJ 07950, United States

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and…