Home
/
Comprehensive
/
Personal Banker
Personal Banker-June 2024
Oakland
Jun 15, 2025
About Personal Banker

  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 a week to include Sat

  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 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 a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.

  Exact compensation may vary based on skills, experience, and location.

  $35,200.00

  $58,700.00

  $16.92

  $28.22Valley National Bank is an Equal Opportunity / Affirmative Action Employer. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or other legally protected characteristics, and will not be discriminated against on the basis of disability.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Strategic Account Manager - Oklahoma and Kansas
Duties & Responsibilities The Strategic Account Manager (SAM) assumes the leadership role within assigned accounts, providing overall account leadership to cross-functional and external team memb
Sales Associate
We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve tog
Electrical / HVDC Engineer - REMOTE
Your Impact: Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the why of what we do – the tremendous positive impact and valu
Master Planner/Urban Designer
This job was posted by https://www.arjoblink.arkansas.gov : For moreinformation, please see: https://www.arjoblink.arkansas.gov/jobs/4073991Position Overview: Cromwell Architects Engineers is seeking
Team Member
PAY RATE RANGES FROM $16.00 - $18.00 Per Hour depending upon location and experience. MUST BE 16 YEARS OLD San Diego WAGE RANGE $16.85 - $18.00 San Fernando - $16.78 - $18.00 Kern and Riverside Count
Shift Manager
A Shift Manager works directly with crewmembers to effectively operate the restaurant during their shift. The Shift Manager ensures that restaurants are clean and well maintained, that all company pr
Acute Surgical RN
Description Introduction NEW ! $20,000 Sign-on bonus for RN's joining Summit's Med. Surg. Staff on Nights. Must have at least 1 year RN experience. $5,000 Relocation assistance for those further than
Guest Service Agent
This job was posted by https://www.vermontjoblink.com : For moreinformation, please see: https://www.vermontjoblink.com/jobs/1113775Guest Service Agent Benchmark Manchester Village LLC d/b/a Equinox
Service Leader
Service Leader (24003486) Description CULTIVATE A BETTER WORLD Food served fast does not have to be a typical fast-food experience. Chipotle has always done things differently, both in and out of our
Electrical / HVDC Engineer - REMOTE
Your Impact: Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the why of what we do – the tremendous positive impact and valu
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved