Qureos Mentor

Valley Bank

<div><div>Responsibilities include, but are not limited to:</div>
<ul><li>Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.</li>
<li>Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.</li>
<li>Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.</li>
<li>Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.</li>
<li>Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.</li>
<li>Ability to 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.</li>
<li>Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.</li>
<li>Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.</li>
<li>Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.</li>
<li>Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.</li>
</ul>Requirements:
<div><b>Required Skills:</b></div>
<ul><li>Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.</li>
<li>Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.</li>
<li>Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.</li>
<li>Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.</li>
<li>Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.</li>
<li>Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.</li>
<li>Detail oriented, strong organizational skills, and high degree of accuracy.</li>
<li>Ability to manage multiple projects simultaneously.</li>
<li>Proficient computer skills.</li>
</ul><div><b>Required Experience:</b></div>
<ul><li>High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.</li>
<li>Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred.</li>
</ul><div><b>Preferred Experience:</b></div>
<div><ul><li>FIS/IBS (Integrated Banking Solutions).</li>
</ul>
</div><br>
Additional Details : At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures.<br>
<br>
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to &quot;Pay Transparency Law&quot;; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.</div>

Personal Banker

<div><div>Responsibilities include, but are not limited to:</div>
<ul><li><div>Act as the liaison and primary point of contact with internal and external customers/stakeholders from approval to deal closing, as well as being point of contact for questions, requests, and inquiries during life of loan monitoring/servicing.</div>
</li><li><div>Manage deal flow pipeline with Relationship Managers and leading the interaction with internal downstream stakeholders to ensure timely closings.</div>
</li><li><div>Coordinate and review closing documentation (with counsel or internal doc prep) and information with relevant stakeholders for due diligence, application processing, insurance, operational feasibility, optimal execution mechanics, and regulatory requirements.</div>
</li><li><div>Assist with the execution and process flow of the transaction, including escalation of issues and designing solutions that ensure risks are covered through adequate controls and protections. Order necessary documents to complete the file and prepare supplemental documents when necessary.</div>
</li><li><div>Partner with relevant operations teams (closing and servicing departments) to ensure proper booking, accrual reconciliations, and daily cash positions.</div>
</li><li><div>Ensure initial loan funding (if there is a draw at close) and ongoing life of loan activity (payments, draws, payoffs, etc.) are properly processed and booked with downstream stakeholders.</div>
</li><li><div>Carefully review loan documents for closing to ensure accuracy; close loans when necessary.</div>
</li><li><div>Communicate with Lenders any issues that arise prior to closing.</div>
</li></ul><div></div>Requirements:
<div><div><b>Required Skills:</b></div>
<ul><li>Excellent Interpersonal skills as well as verbal and written communication skills.</li>
<li>Confident in ability to enforce policies, procedures and processes when/if challenged.<br>
Strong PC skills using Microsoft office applications as well as Bank's core system and nCino software.</li>
<li>Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously within a high volume, strict deadline work environment.</li>
</ul><div><b>Required Experience:</b></div>
<ul><li>High School Diploma or equivalent; up to 3 years Lending Assistant or Loan Processor experience.</li>
</ul><div><b>Preferred Experience:</b></div>
<ul><li>Knowledge of Commercial Real Estate and C&amp;I loan documentation.</li>
</ul>
</div><br>
Additional Details : At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well. The Lending Specialist plays a crucial role in ensuring the smooth and efficient processing of loans, working with borrowers and lenders to facilitate the loan process. This role is responsible for organizing the loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships.<br>
<br>
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to &quot;Pay Transparency Law&quot;; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.</div>

Lending Specialist

<div><div>Responsibilities include but are not limited to:</div>
<ul><li>Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs.</li>
<li>Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met.</li>
<li>Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's).</li>
<li>Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships.</li>
<li>Actively collaborates with other lines of business to ensure the clients specific needs are met.</li>
<li>Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls.</li>
<li>Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line.</li>
<li>Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.</li>
<li>Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties.</li>
<li>Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.</li>
<li>Monitor outstanding loans and take necessary collection actions on past dues.</li>
<li>Educates the borrower on business line process, structure, and set expectations.</li>
<li>Analyzes, determines eligibility, originates, and structures loan requests.</li>
<li>Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed.</li>
<li>Recommends approval of customer applications for commercial loans.</li>
</ul><div></div>Requirements:
<div><b>Required Skills:</b></div>
<div><ul><li>Excellent interpersonal skills and written and verbal communication skills.</li>
<li>Ability to calculate figures and amounts such as discounts, interest and percentages.</li>
<li>Ability to work independently, manage multiple projects and meet deadlines.</li>
<li>Ability to prioritize and organize assignments while working on multiple projects simultaneously.</li>
<li>Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.</li>
</ul><div><b>Required Experience:</b></div>
<ul><li>High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience.</li>
<li>Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.</li>
</ul>
</div><br>
Additional Details : At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well. The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk.<br>
<br>
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to &quot;Pay Transparency Law&quot;; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.</div>

Comm'l Business Banker

Join Valley Bank and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Valley Bank

About Company

Personal Banker

Lending Specialist

Personal Banker

Personal Banker

Comm'l Business Banker