Personal Banker (Middletown, Nj)
By Valley Bank At Middletown, NJ, United States
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.
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.
Detail oriented, strong organizational skills, and high degree of accuracy.
Ability to manage multiple projects simultaneously.
Personal Banker - Township
By Valley Bank At Washington, NJ, United States
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.
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.

Are you looking for a rewarding career in banking? Join our team as a Senior Personal Banker and help our customers reach their financial goals! With competitive pay and excellent benefits, you'll have the opportunity to make a difference in people's lives while growing your career.

Overview:

A Senior Personal Banker is responsible for providing exceptional customer service, managing customer accounts, and providing financial advice and guidance to customers. They are also responsible for developing and maintaining relationships with customers, as well as identifying and pursuing sales opportunities.

Detailed Job Description:

Senior Personal Bankers are responsible for providing a high level of customer service and financial advice to customers. They must be able to identify customer needs and provide appropriate solutions. They must also be able to identify sales opportunities and pursue them. Senior Personal Bankers must be able to manage customer accounts, process transactions, and provide financial advice. They must also be able to handle customer inquiries and complaints in a professional manner.

What is Senior Personal Banker Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Knowledge of banking products and services
• Ability to identify customer needs and provide appropriate solutions
• Ability to identify sales opportunities and pursue them
• Ability to manage customer accounts and process transactions
• Ability to provide financial advice and guidance
• Ability to handle customer inquiries and complaints

What is Senior Personal Banker Job Qualifications?

• Bachelor’s degree in finance, business, or a related field
• At least 5 years of experience in a banking or financial services environment
• Knowledge of banking regulations and compliance
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment

What is Senior Personal Banker Job Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and trends

What is Senior Personal Banker Job Experience?

• At least 5 years of experience in a banking or financial services environment
• Experience in customer service and sales
• Experience in managing customer accounts

What is Senior Personal Banker Job Responsibilities?

• Provide exceptional customer service
• Manage customer accounts
• Process transactions
• Provide financial advice and guidance
• Identify and pursue sales opportunities
• Develop and maintain relationships with customers
• Handle customer inquiries and complaints
• Ensure compliance with banking regulations