Financial Center Representative

Usługi Poligraficzno-Wydawnicze ADET Sp. z o.o.; New Orleans (LA); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Paid Time Off

Comprehensive Medical, Dental, and Vision Insurance

401(k) with matching contributions

Tuition Reimbursement Plan

Job summary

A leading financial institution is seeking a Financial Center Representative in New Orleans, LA, responsible for delivering exceptional client service, managing teller transactions, and ensuring operational excellence. Candidates should have cash handling experience and be proficient in Microsoft Office. The role offers competitive pay and comprehensive benefits, including paid time off and a 401(k).

Qualifications

• 1 year cash handling experience in a financial institution or retail environment.
• Ability to travel across the company footprint as needed.
• Developed cognitive, communication, and problem-solving skills.

Responsibilities

• Perform teller transactions and balance cash drawers.
• Open new accounts and manage client maintenance requests.
• Engage in consultative conversations with clients.
• Maintain branch appearance and assist with mentoring associates.
• Comply with regulatory rules and regulations evidenced through training and demonstrated ability.

Skills

Cash handling experience

Proficient in Microsoft Office Suite

Interpersonal skills

Sales skills

Teamwork

Education

GED or High School diploma

Tools

Microsoft Word

Microsoft Outlook

Microsoft Teams

Job description

Overview

Position: Financial Center Representative (Banking/ Teller) – Non-exempt. This role is responsible for performing as both a Banker and Teller, delivering exceptional client service, ensuring operational and audit excellence, and making appropriate referrals. This position is located in New Orleans, LA.

Responsibilities

• Perform teller transactions and balance, locate, and reconcile cash drawers, including end-of-day balancing procedures and reporting discrepancies to the supervisor as necessary.
• Assist with balancing, locating, and reconciling vault and ATM transactions, as well as incoming and outgoing money shipments.
• Open new accounts and handle 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 in person and over the phone.
• Assist the supervisor with maintaining accurate reports and branch appearance standards.
• Assist with mentoring associates and adhere to all bank policies and procedures.
• Comply with regulatory rules and regulations evidenced through 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.

Qualifications

• Required: GED or High School diploma.
• 1 year cash handling experience in a financial institution or retail environment.
• Ability to travel across the company footprint as needed.
• Proficient in Microsoft Office Suite (Word, Outlook, Teams).
• Developed cognitive, intrapersonal, interpersonal, technology, leadership, and sales skills as outlined (problem solving, judgment, communication, etc.).

Preferred Qualifications

• 6 months of retail banking experience.
• High-volume cash handling experience.
• Proficient in Microsoft Office Suite (Excel, PowerPoint).

Essential Duties And Responsibilities

• Perform teller transactions and manage cash reconciliation.
• Open new accounts and handle client maintenance requests.
• Engage with clients to build relationships and promote Fidelity products and services.
• Report discrepancies and assist with branch operational tasks.
• Maintain branch appearance and assist with mentoring associates.
• Adhere to all bank policies and procedures and core values (Integrity, Community, Dependability, Excellence, Longevity, Accountability).
• Comply with regulatory rules and regulations; complete required training.
• Other duties or projects as assigned by management.

Benefits

• Competitive pay based on position, qualifications, experience, and skillset
• Paid Time Off; up to 14 paid holidays annually
• Comprehensive Medical, Dental, and Vision Insurance
• Employer-funded Health Savings Account
• Paid Parental Leave
• 401(k) with matching contributions
• Wellness Program to reduce health insurance premiums
• Free or discounted banking and mortgage services
• Basic Life Insurance and AD&D
• Tution Reimbursement Plan
• Associate Referral Program; Associate Volunteer Program
• Employee Assistance Fund and Employee Assistance Program
• Opportunities for training and career development
• Discounts (Gym, Verizon Wireless, Tickets At Work)

Equal Opportunity

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 laws. Fidelity promotes a drug-free workplace.

Application Accommodation

If you require an accommodation to submit your application, please email [e-mail] or call 985-612-2764. All information provided will be kept confidential and will be used only to provide the needed reasonable accommodation.

This position is located in New Orleans, LA, 70130.