Valley National Bank logo

Relationship Banker

Valley National Bank

GARDEN CITY, NYJobSeen todaySeen in employer's feed today

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

At a glance

Compensation
No compensation found
Location
GARDEN CITY, NY
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

The Relationship Banker grows customer relationships and acquires new customers through sales execution, lead management, and cross-selling. The role provides customer service and financial needs assessments, opens deposit accounts, discusses loan products, and promotes digital banking. It also handles teller and vault operations, supports branch staff and community initiatives, and reports unusual activity while following compliance requirements.

Skills & qualifications

RequiredNice to have

Skills

Sales ExecutionLead ManagementCross-SellingCustomer ServiceFinancial Needs AssessmentAccount OpeningTeller OperationsCash Management

Full job description

Responsibilities include but are not limited to: * Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. * Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service. * Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. * Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions. * Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers. * Demonstrates and promotes online and mobile banking capabilities. * Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff. * Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines. * Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits. * Participate in community events and supports CRA initiatives, activities, and programs. * Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements. * Adhere to the bank's code of conduct and all policies and procedures.Valley 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.

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.