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Relationship Banker

Valley Bank · Winter Park, FL

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Company Description Valley Bank is a long-standing financial institution that has been serving communities across the U.S. since 1927. The bank focuses on building trusted partnerships with individuals and businesses by offering personalized financial solutions and comprehensive banking services. Its offerings include home mortgages, commercial lending, and wealth management, supporting customers with a wide range of financial needs. Valley Bank emphasizes listening and understanding each customer’s unique situation to provide tailored solutions that promote growth and financial success. The organization is an Equal Opportunity Employer and is committed to fair and responsible banking practices.Role Description The Relationship Banker role is a full-time, on-site position based in Lake Mary, FL. This role is responsible for cultivating and maintaining strong customer relationships, serving as a primary contact for personal and small business banking needs. Day-to-day tasks include opening and servicing accounts, assisting customers with deposits, withdrawals, and transfers, and providing guidance on products such as checking, savings, credit cards, and loans. The Relationship Banker will educate customers on digital banking tools, identify opportunities for cross-selling additional services, and refer customers to specialists in mortgages, commercial lending, or wealth management as appropriate. The role also includes handling routine inquiries, resolving issues promptly, and adhering to regulatory and compliance requirements while meeting individual and branch performance goals.Qualifications Strong Relationship Building and Customer Service skills to foster long-term customer trust and satisfaction.Knowledge of Financial Services and Finance to explain banking products, account features, and basic financial concepts clearly.Experience working with Loans, including consumer and small business lending, with the ability to assess needs and guide customers through applications.Excellent communication, interpersonal, and problem-solving skills, with attention to detail and accuracy in transactions.Prior experience in retail banking, financial services, or a customer-facing role is preferred.Ability to work on-site in a branch environment, collaborate with team members, and meet sales and service objectives.Comfort with banking technology, point-of-sale systems, and digital channels; willingness to learn new tools and processes.High school diploma or equivalent required; college coursework or a degree in business, finance, or a related field is a plus.