Relationship Banker I

The Fidelity Bank; Denver (NC); Presencial; USD 38 000 - 52 000; Tempo integral

Resumo da oferta

The Fidelity Bank is seeking a Relationship Banker I to deliver accurate teller and cash vault transactions while providing exceptional customer service. You will support customers in achieving their financial goals through sales and servicing of bank products, and collaborate with the branch team to meet scorecard goals.

Qualified candidates have cash handling and customer service experience, strong relationship skills, and the ability to pass a background check; teller training will be

Qualificações

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

Responsabilidades

• Handle customer transactions and balance cash drawers and vault with accuracy.
• Identify customer needs and offer appropriate products and services.
• Assist with internal controls and daily report follow-up; handle night depository deposits and other duties.
• Demonstrate Bank's quality standards by delivering superior customer service.
• Mitigate losses through accuracy and adherence to policies and procedures.
• Achieve individual and team financial, production and relationship goals.
• Perform other duties as assigned.

Conhecimentos

Relationship skills

Mathematics

Computer skills

Accountability

Time management

Communication

Customer service

Sales foundation

Strong sales skills

Formação académica

High school diploma or GED

Descrição da oferta de emprego

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.

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

Affirmative Action/Equal Opportunity Employer