Client-Focused Financial Center Banker & Teller

Fidelity Bank; Covington (LA); On-site; USD 30,000 - 42,000; Full time

Job summary

Fidelity Bank in Covington, LA seeks a Financial Center Representative to act as both Banker and Teller, delivering exceptional client service and audit accuracy while making appropriate referrals.

Qualified candidates have a GED or high school diploma and at least 1 year of cash handling experience; travel across the footprint is required, with proficiency in MS Office (Word/Outlook/Teams) and strong problem-solving, communication, and organizational skills.

Qualifications

• GED or High school diploma.
• 1 year cash handling experience in a financial institution or retail environment.
• Ability to travel across company footprint as needed.
• Proficient in Microsoft Office Suite to include Word, Outlook, Teams.
• Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization + Planning.
• Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity.
• Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience + Balance, Collaboration, Client Focus.
• Developed technology skills to include Technical Acumen, Knowledge Management.
• Developed leadership skills to include Developing Followers, Achieving Results.
• Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence.

Responsibilities

• Perform teller transactions
• Balance, locate and reconcile discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary
• Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
• Open new accounts and handles client maintenance requests
• Contribute to the financial center’s success by achieving assigned referral goals
• Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services
• Report to a supervisor for approvals when assistance is needed with transactions
• Provide customer assistance related to banking needs both in-person and over the phone
• Assist supervisor with maintaining accurate reports
• Report any discrepancies to the supervisor as necessary
• Assist in maintaining branch appearance standards
• Assist with mentoring associates
• Adhere to all bank policies and procedures
• Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
• Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
• Perform other duties and/or special projects as appointed by management
• Physical Requirements: primarily sitting with some standing, walking, lifting and bending
• Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.
• If you require an accommodation to submit your application for an open position, please send an email request to [e-mail] or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

Skills

Problem Solving

Judgement

Decision Making

Organization

Planning

Communication

Listening

Speaking

Writing

Resilience

Collaboration

Client Focus

Technical Acumen

Knowledge Management

Developing Followers

Achieving Results

Questioning

Sales Drive

Prospecting

Presence

Education

GED or High school diploma

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Teams

Job description

Fidelity Bank in Covington, LA seeks a Financial Center Representative to act as both Banker and Teller, delivering exceptional client service and audit accuracy while making appropriate referrals.

Qualified candidates have a GED or high school diploma and at least 1 year of cash handling experience; travel across the footprint is required, with proficiency in MS Office (Word/Outlook/Teams) and strong problem-solving, communication, and organizational skills.