Financial Center Representative

United Way of Greenville County; Metairie (LA); On-site; USD 28,000 - 42,000; Full time

Benefits offered by this job

Competitive pay

Paid Time Off (PTO)

14 paid holidays annually

Medical, Dental, Vision Insurance

Employer Funded Health Savings Account

401(k) with matching contributions

Wellness Program

Banking services at no or reduced cost

Life Insurance and AD+D

Tuition Reimbursement Plan

Referral Program

Employee Assistance Fund/Program

Training and career development

Gym Discounts

Verizon Wireless Discounts

Tickets At Work

Job summary

Fidelity Bank in Metairie, LA seeks a Financial Center Representative to perform teller transactions, balance cash drawers, open new accounts, and meet referral goals while delivering exceptional client service.

This non-exempt role supports both banking and teller functions and requires proactive client engagement and adherence to policies. Training is provided.

Qualifications

• GED or High school diploma is required.
• 1 year cash handling experience in a financial institution or retail environment.
• Ability to travel across company footprint as needed.
• Proficient in MS Office including Word, Outlook, Teams.
• Developed cognitive skills: problem solving, judgment, decision-making, organization.
• Developed interpersonal skills: communication, resilience, collaboration, client focus.

Responsibilities

• Perform teller transactions.
• Balance, locate and reconcile cash drawers and report discrepancies.
• Assist with vault/ATM balancing and cash shipments.
• Open new accounts and handle client maintenance requests.
• Achieve referral goals and promote Fidelity products and services.
• Engage in consultative conversations to build relationships.
• Provide customer assistance in-person and by phone.
• Maintain reports and branch appearance, mentor associates.
• Adhere to bank policies and regulatory training.

Skills

Cash handling

Customer service

Microsoft Office

Communication

Problem solving

Organization

Teamwork

Sales drive

Prospecting

Education

GED or High school diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve.

Fidelity promotes a culture of work/life balance for all associates.

Competitive total rewards package for eligible associates includes:

• Competitive pay based on the position, qualifications, relevant experience, and skillset
• Paid Time Off
• Up to 14 paid holidays annually
• Comprehensive Medical, Dental, and Vision Insurance
• Employer Funded Health Savings Account
• 401(k) with matching contributions
• Wellness Program to reduce health insurance premiums
• Free or discounted banking services
• Basic Life Insurance and AD+D
• Tuition Reimbursement Plan
• Associate Referral Program
• Employee Assistance Fund (subject to IRS guidelines)
• Employee Assistance Program
• Opportunities for training and career development
• Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts

Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary:

The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals.

This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.

This position may be filled at a lower or higher level depending on the candidate’s qualifications and relevant experience.

Required Qualifications, Competencies, and Skills:

• 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

Preferred Qualifications, Competencies, and Skills:

• 6 months of retail banking experience
• Proficient in Microsoft Office Suite to include Excel, PowerPoint

Essential Duties and Responsibilities:

• Perform teller transactions
• Responsible for balancing, locating and reconciling 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 display our Core Values by Being Trustworthy, Uniting Communities, Inspiring Excellence, Living Like Owners, and Delivering Results
• 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.

This position is located in Metairie, LA, 70002.