- Develop and maintain strong relationships with clients in order to maximize their banking experience.
- Act as a liaison between client and all back office departments to ensure prompt and accurate service.
- Sell financial products and services.
- Proactively contact clients with recommendations.
- Utilize resources to conduct effective consultative client conversations.
- Examine a client's assets at the Bank. Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs.
- Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction.
- Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships.
- Exercise knowledge of risk management, loss prevention and follow all policies and procedures.
- Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering.
- Perform and process all account maintenance utilizing all resources available.
- Provide effective support of sales and operational duties within the International Private Banking Division.
- Prepare Inactive/Dormant letters and W8Ben'; send to customers, follow-up on receipt and process with back office.
- Serve as backup for International Private Banker.
- Ability to prioritize, organize and follow up on assignments.
- Ability to project a professional image within the community and branch.
- Must have good verbal, written and interpersonal communication skills.
- Must be fluent in Spanish or Portuguese.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Basic PC skills including Microsoft Word, Excel and Outlook.
- Fully knowledgeable and skilled on all platform functions.
- High School diploma or GED equivalent and a minimum of 2 years branch banking experience and/or Valley National Bank training may be substituted. Must be able to read, write, and speak Spanish and/or Portuguese.
Top Skills
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
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