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Financial Services Representative

Valley Bank
Port Washington, NY Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/14/2025

Job Description

This role requires a Financial Services Representative to provide exceptional customer service in accordance with Valley's mission statement. The ideal candidate will engage customers with friendly and professional service, demonstrate products and services, and maximize sales opportunities.

Key Responsibilities:

  • Analyze financial needs and recommend appropriate products and services.
  • Presents a confident and professional demeanor to establish trust and gain knowledge from the customer.
  • Maintain and balance a cash box, utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines, and support customers in the use of Coin Machines.
  • 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.

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