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Find & Apply For Personal Banker / Banking Sales Staff Jobs in Barefoot Beach, Florida
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Now viewing: Relationship Banker - Bonita Springs
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Valley National Bank
Relationship Banker - Bonita Springs
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Job Description
Job Description Help for Job Description. Opens a new window. 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.