Relationship Banker I
full-time•Hendersonville
About this role
SUMMARY:
The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals.
PRINCIPAL ACCOUNTABILITIES:
Time: Description:
40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies.
15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services.
10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned.
10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service.
10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual.
10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
5% Other duties as assigned.
BASIC QUALIFICATIONS:
High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience.
ADDITIONAL QUALIFICATIONS:
- Strong relationship skills.
- Basic math and computer skills.
- High level of accountability, efficiency, and accuracy.
- Exceptional time management, communication, and customer service skills.
- Must maintain a friendly, courteous, and professional demeanor.
- Must complete teller training classes.
- Ability to pass a background check.
PREFERRED QUALIFICATIONS:
Strong sales skills
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Affirmative Action/Equal Opportunity Employer
What you'll do
- The Relationship Banker I is responsible for conducting teller and cash vault transactions while providing exceptional customer service. They help customers achieve financial goals through the sales and servicing of bank products and services.
About Fidelity Bank
Fidelity Bank has over 123 years of exceeding its clients' expectations with engaging and client-focused employees who listen, understand, and recommend the products and services that best suit YOU. The team of Fidelity Bankers focuses on serving as trusted financial advisors to its clients and acting as a financial partner for your family or business.
Headquartered in Northeastern Pennsylvania, Fidelity Bank has 21 branch offices throughout the Scranton/Wilkes-Barre area and the Lehigh Valley, as well as full-service Trust & Investment divisions, a dedicated Mortgage Center, a complete line of business and commercial banking products and services, and 24 hour a day, 7 day a week accessibility.
Member FDIC. Equal Housing Lender. SBA Preferred Lender.
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Frequently Asked Questions
What does a Relationship Banker I do at Fidelity Bank?
As a Relationship Banker I at Fidelity Bank, you will: the Relationship Banker I is responsible for conducting teller and cash vault transactions while providing exceptional customer service. They help customers achieve financial goals through the sales and servicing of bank products and services..
Is the Relationship Banker I position at Fidelity Bank remote?
The Relationship Banker I position at Fidelity Bank is based in Hendersonville, North Carolina, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Relationship Banker I position at Fidelity Bank?
You can apply for the Relationship Banker I position at Fidelity Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.