Floating Relationship Banker I

The Fidelity Bank; Greenville (SC); On-site; USD 32,000 - 46,000; Full time

Job summary

The Floating Relationship Banker I at The Fidelity Bank handles teller transactions and cash vault tasks with accuracy and timeliness, delivering exceptional service while following bank policies. The role supports customers in achieving financial goals through sales and service of bank products, and collaborates with the branch team to reach scorecard goals.

This position requires high school diploma or GED, cash handling and customer service experience, along with strong relationship-building,

Qualifications

• High school diploma or GED with one year of cash handling and customer service experience.
• Strong relationship skills, time management, and accuracy are important.

Responsibilities

• Handle customer transactions with accuracy and balance cash drawers and vault; reconcile discrepancies.
• Identify customer needs and offer appropriate banking products and services.
• Support internal controls and daily reporting; assist with night depository deposits and other duties.
• Maintain exceptional customer service and adhere to bank policies and procedures.
• Achieve individual and team financial, production and relationship targets.
• Other duties as assigned.

Skills

Cash handling

Customer service

Relationship building

Time management

Accuracy

Education

High School Diploma or GED

Job description

Summary

The Floating Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals.

Summary

The Floating Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals.

Principal Accountabilities

40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies.

15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services.

10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned.

10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service.

10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual.

10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.

10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.

5% Other duties as assigned.

Basic Qualifications

High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience.

Additional Qualifications

• Strong relationship 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.
• Ability to pass a background check.

Preferred Qualifications

Strong sales skills

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer