Personal Banker PT - Hackensack II
Company: Valley Bank
Posted on: January 11, 2022
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. 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, 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 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 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 ensuring
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
Keywords: Valley Bank, Hackensack , Personal Banker PT - Hackensack II, Other , Hackensack, New Jersey
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