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Retail Business Specialist - Brooklyn, NY

Valley National Bank
$23.17 - $38.65 / hr
paid time off
United States, New York, Brooklyn
2054 86th Street (Show on map)
Sep 23, 2025
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Retail Business Specialist
#25-1020
Brooklyn, New York, United States
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Expected Work Hours
40
Job 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.
Requirements
Required Skills:
  • Excellent interpersonal skills and written and verbal communication skills.
  • 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.
  • Comprehensive knowledge of all Bank products and services and ability to educate and demonstrate these services for customers, as well as cross sell various products and services.
  • Ability to handle complex transactions and account relationships and train others on these complexities.
  • Ability to calculate figures and amounts such as discounts, interest and percentages.
  • Ability to work independently, manage multiple projects and meet deadlines.
  • Ability to prioritize and organize assignments while working on multiple projects simultaneously.
  • Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.
Required Experience:
  • 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.
Preferred Experience:
  • 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.
Full-time/Part-time
Full-time
FLSA
Non-exempt
Location(s).
2054 86th Street, Brooklyn , New York 11214 , United States
Total Rewards Summary
We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.


In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.
Job Details
Pay Range Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.

The actual pay rate will depend on the person's qualifications and experience.
$23.17 - $38.65 / hour
Pay Transparency
In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; 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.
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