Retail Business Specialist Job Listing at Valley Bank in NY (Job ID 25-1020)

Description

Responsibilities include but are not limited to:

• Represents the bank in conducting active prospect and customer business development activities, (minimum 25% of time) designed to generate new loan, deposit, and related business for the line of business, while meeting the Bank's existing and business customers' needs.
• Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met through onsite visits and outbound calls.
• Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's) to generate appropriate business.
• Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
• Maintains knowledge of the bank policies and guidelines for their business line.
• Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities, and programs.
• Provides training and mentorship to branches within division around business banking products services and initiatives. Serves as business banking champion throughout division.
• Perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.