Financial Center Representative

Fidelity Bank; New Orleans (LA); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Paid Time Off

Health Insurance

401(k) with matching

Tuition Reimbursement

Job summary

Fidelity Bank in New Orleans, LA, is seeking a Financial Center Representative to perform teller transactions and banking duties with a focus on exceptional client service and referrals. The role supports balance, reconciliation, and daily operations while maintaining regulatory compliance.

The position requires a GED or high school diploma and cash handling experience; familiarity with Microsoft Office is preferred. This role offers growth, training, and a community-focused work culture.

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: problem solving, judgement, organization, planning.
• Developed interpersonal skills: communication, resilience, collaboration, client focus.

Responsibilities

• Perform teller transactions.
• Balance cash drawer and report discrepancies to supervisor.
• Assist with vault/ATM balancing and cash shipments.
• Open new accounts and handle client maintenance requests.
• Cross-sell Fidelity products and meet referral goals.
• Engage with clients to build relationships and provide banking services.
• Maintain accurate reports and assist with branch appearance and housekeeping.
• Adhere to bank policies and procedures and complete required training.

Skills

Cash handling

Customer service

Sales skills

Communication

Problem solving

Attention to detail

Education

High school diploma or GED

Tools

Microsoft Office Suite

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. We offer a competitive total rewards package for eligible associates including:

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‑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 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 New Orleans, LA, 70124.