Floating Relationship Banker III

Fidelity Bank; Ramseur (NC); On-site; USD 38,000 - 52,000; Full time

Job summary

Fidelity Bank in Ramseur, NC, seeks a Relationship Banker III to open customer accounts, process new account paperwork, and collect required identification, while handling consumer loan applications and teller transactions. You will deliver accurate service and protect branch controls.

You will identify customer needs, propose suitable products, maintain cash drawers, and contribute to team scorecard goals—requiring a high school diploma or GED, banking experience, cash handling, and solid

Qualifications

• High school diploma or GED with banking and cash handling experience.
• Strong math, computer skills, and accuracy.
• Excellent time management and customer service.

Responsibilities

• Open accounts and process new account paperwork, including identification.
• Identify customer needs and offer suitable bank products and services.
• Handle customer transactions and balance cash drawers and vault; reconcile discrepancies.
• Assist with internal controls and daily reporting; support night depository deposits and operations.
• Provide superior customer service while adhering to bank policies and procedures.
• Achieve individual and team financial, production and relationship goals; perform other duties as assigned.

Skills

Customer service

Cash handling

Communication skills

Time management

Basic math

Computer skills

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker III

Regular Full-Time Ramseur, NC, US

3 days ago Requisition ID: 2738

SUMMARY:

The Relationship Banker III is responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification as well as taking consumer loan applications. This position is also responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is also 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:

Time: Description:

25% Responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification, as well as taking consumer loan applications.

20% Responsible for identifying the needs of new and existing customers and offering appropriate products and services.

10% 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.

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.

5% Other duties as assigned.

BASIC QUALIFICATIONS:

High school diploma or GED with two years of banking experience and three years of cash handling and customer service experience or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS:

• 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, account opening and consumer lending training classes.
• Ability to pass a background check.

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