The Role
Responsible for providing customer service, analyzing financial needs, cross-selling bank products, maintaining cash balance, and ensuring compliance with regulations.
Summary Generated by Built In
Job Summary & ResponsibilitiesPreferred Qualifications
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 procedures.
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 manage multiple projects simultaneously.
- Proficient computer skills.
Required Experience:
- High School diploma or GED and a minimum of one year experience in customer service, retail sales, hospitality, or similar role.
Preferred Experience:
- Business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
- FIS/IBS (Integrated Banking Solutions).
- Associate's or Bachelor's degree with concentration in accounting, business, finance, economics or a related field.
Top Skills
Cash Dispensing Machines
Cash Recycling
Coin Machines
Fis
Ibs
Teller Scanning Equipment
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The Company
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.
