Branch Financial Specialist
Company: Valley National Bancorp
Posted on: May 3, 2021
The Branch Financial Specialist provides effective support of
sales and service activities within the banking office and develops
new business by educating potential clients.This is a hybrid
position that supports both the Teller function and the
Responsibilities include but are not limited to:
* Interview customers to determine financial needs either by
phone or in person both domestically and internationally. * Analyze
needs and recommend appropriate products and services. * Act in the
capacity of teller when necessary.Prepare paperwork and assist
customer in properly documenting all required information to open
new accounts including, but not limited to, DDA, TDA, CD's, and IRA
accounts. * Enroll customers in appropriate online services.Input
customer and account information into Core system. * Develop
business through new and existing relationship management. *
Deliver quality service to customers in adherence to service
standards. * Assist customers in transaction requests. * Provide
maintenance to customer accounts including but not limited to
processing stop payments, address changes and wire transfers.
* Excellent verbal and written communication skills. * Knowledge
of Bank regulatory requirements. * Knowledge of legal requirements
involving proper account ownership identification and
authorization. * Strong PC skills.
* High School Diploma or equivalent and a minimum of two years
branch banking experience. * College preferred.
Keywords: Valley National Bancorp, Cape Coral , Branch Financial Specialist, Other , Naples, Florida
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