Banking Advisor & Teller: Grow Client Relationships

Fidelity Bank; Baton Rouge (LA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Paid Time Off

Up to 14 paid holidays

Employer Funded Health Savings Account

401(k) with matching contributions

Wellness Program

Tuition Reimbursement Plan

Employee Assistance Program

Gym Discounts

Verizon Wireless Discounts

Job summary

Fidelity Bank is seeking a Financial Center Representative to deliver exceptional client service as both a Banker and Teller. You will handle transactions, open accounts, and promote Fidelity products while maintaining accuracy and compliance.

The role requires basic cash handling, branch teamwork, and strong communication. It is non-exempt with possible overtime and travel within the footprint may be needed.

Qualifications

• GED or High school diploma required.
• 1 year cash handling experience in financial institution or retail.
• Ability to travel across footprint as needed.
• Proficient in Microsoft Office Suite (Word, Outlook, Teams).
• Strong problem solving, judgement, decision-making, organization & planning.
• Strong intrapersonal skills: ambition, follow-through, optimism, tenacity.
• Interpersonal skills: communication, listening, writing, resilience, collaboration, client focus.
• Leadership: developing followers, achieving results.
• Sales skills: questioning, knowledge, sales drive, prospecting, presence.

Responsibilities

• Perform teller transactions.
• Balance, locate and reconcile cash drawer, report discrepancies.
• Assist with balancing vault and ATM transactions and cash shipments.
• Open new accounts and handle client maintenance requests.
• Achieve assigned referral goals for the financial center.
• Engage in consultative conversations to build relationships and cross-sell Fidelity products.
• Report to supervisor for approvals on transactions.
• Provide customer assistance in person and over the phone.
• Maintain branch appearance and assist with mentoring associates.
• Adhere to bank policies; exemplify Fidelity's core values; comply with regulatory requirements.

Skills

Cash handling

Customer service

Microsoft Office

Communication

Teamwork

Attention to detail

Sales ability

Problem solving

Adaptability

Education

GED or High school diploma

Tools

Microsoft Word

Microsoft Outlook

Microsoft Teams

Excel

PowerPoint

Job description

Fidelity Bank is seeking a Financial Center Representative to deliver exceptional client service as both a Banker and Teller. You will handle transactions, open accounts, and promote Fidelity products while maintaining accuracy and compliance.

The role requires basic cash handling, branch teamwork, and strong communication. It is non-exempt with possible overtime and travel within the footprint may be needed.