Relationship Banker I

Fidelity Bank; Carolina Village (NC); On-site; USD 32,000 - 45,000; Full time

Job summary

Fidelity Bank in Hendersonville, NC seeks a Relationship Banker I to perform teller and cash vault duties while delivering outstanding customer service. You will work with the branch team to meet individual and team goals, assist customers with financial products, and maintain accuracy in daily cash handling.

The role emphasizes relationship building, adherence to bank policies, and the ability to identify customer needs.

Qualifications

• High school diploma or GED with one year of cash handling and customer service experience.
• Pass a background check.
• Must complete teller training classes.
• 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.

Responsibilities

• 40%: Handle customer transactions and balance cash drawers and vault; reconcile discrepancies.
• 15%: Identify customer needs and offer appropriate products and services.
• 10%: Assist with internal controls and daily report follow-up and night depository deposits.
• 10%: Deliver superior customer service per the Right by You standards.
• 10%: Mitigate losses through accuracy and adherence to policies and guidelines.
• 10%: Achieve individual and team financial, production, and relationship goals.
• 5%: Other duties as assigned.

Skills

Customer service

Cash handling

Relationship building

Time management

Communication

Attention to detail

Basic math

Computer skills

Sales 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 I

Regular Full-Time Hendersonville, NC, US

SUMMARY:

The 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:

Time: Description:

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.

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