Client Relationship Banker II - Accounts & Service Growth

The Fidelity Bank

Robbins (NC)

On-site

USD 42,000 - 65,000

Full time

3 days ago
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Job summary

The Fidelity Bank is seeking a Relationship Banker II to open customer accounts, prepare paperwork, and manage identification requests. You will perform teller and cash vault transactions with accuracy while delivering exceptional service and following bank policies.

You will work with the branch team to meet scorecard goals and drive sales of bank products. Ideal candidates have a high school diploma or GED, banking experience, and strong sales and customer service skills, plus the ability to

Qualifications

  • High school diploma or GED with one year of banking experience and two years of cash handling and customer service experience or an equivalent combination of education and experience.
  • Demonstrates banking and product knowledge.
  • Strong relationship and sales 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.
  • Must complete product knowledge, account maintenance, and account opening training classes.
  • Ability to pass a background check.

Responsibilities

  • Open accounts for customers and prepare new account paperwork.
  • Request required identification and conduct teller transactions accurately.
  • Handle cash vault transactions and balance cash drawers.
  • Provide exceptional customer service while adhering to bank policies and controls.
  • Assist customers in identifying needs and offering appropriate products and services.
  • Contribute to branch team scorecard goals and personal performance metrics.
  • Support internal controls and daily report follow-up.
  • Perform other duties as assigned.

Skills

Relationship building
Sales skills
Customer service
Time management

Education

High school diploma or GED

Tools

Banking software

Job description

The Fidelity Bank is seeking a Relationship Banker II to open customer accounts, prepare paperwork, and manage identification requests. You will perform teller and cash vault transactions with accuracy while delivering exceptional service and following bank policies.

You will work with the branch team to meet scorecard goals and drive sales of bank products. Ideal candidates have a high school diploma or GED, banking experience, and strong sales and customer service skills, plus the ability to

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