Relationship Banker

Valley Bank
Any Location, NY
Job Description
Role Overview

As a Relationship Banker, you will focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. You will deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution-oriented service. You will maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.

What You Will Do

Your main day-to-day responsibilities will include meeting with customers to conduct financial needs assessments, maximizing sales opportunities, and providing full-service support. You will open new accounts, discuss/sell loan products, and demonstrate online and mobile banking capabilities. You will also perform customers' transactions efficiently, maintain and balance a cash drawer, and serve as a Vault Teller.

Why It Might Be a Fit

To be successful in this role, you will need to demonstrate excellent verbal and written communication skills, strong interpersonal and customer service skills, and strong analytical, problem-solving, and decision-making skills. You will also need to be detail-oriented, organized, and able to manage multiple projects simultaneously.

Requirements

  • High School Diploma or GED equivalent
  • Minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role
  • Ability to write correspondence and demonstrate products and services to customers
  • Excellent verbal and written communication skills
  • Strong analytical, problem-solving, and decision-making skills
  • Ability to make sound decisions regarding customer transactions
  • Proficient computer skills
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