Job Specifications

  • LocationNew York,New York
  • Published4 hours ago, 2021-02-27T03:00:22Z
  • 2021-03-02Full Time

Sales Associate (Personal Banker - Madison NY)

The Sales Associate will perform a variety of routine banking transactions while identifying, recommending and selling additional bank products and services.
Responsibilities include but are not limited to:
  • Service customers by performing all monetary transactions; sells all bank products and assists with other service needs. Meets with customers to maximize sales opportunities.
  • Discuss/sell loan products to existing and prospective customers.
  • Responsible for achieving individual sales, referral and service quality goals.
  • Opens new accounts, i.e. checking, savings, certificate of deposit and IRA's.
  • Utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
  • Adhere to the VNB Code of Conduct and Service Quality Standards.
  • Perform duties related to balancing individual cash and end of day proof.
  • Perform office work as necessary or assigned.
  • Identify cross-sell opportunities and make referrals.
  • Comply with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirements and, where applicable, registration requirements.
  • Follow bank established guidelines regarding customer service and deliver excellent customer service in accordance with Valley's mission statement.
  • Maintain compliance with Bank's established dress code.
  • Assist in community events.
  • Perform other duties in absence of management.


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