Relationship Banker I

The Fidelity Bank; Hendersonville (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

The Fidelity Bank is hiring a Relationship Banker I to perform teller and cash vault transactions with accuracy and timeliness, while delivering exceptional customer service in line with bank policies. You will help customers achieve their financial goals through sales and servicing of bank products, and work with the branch team to meet both individual and team scorecard goals.

Basic qualifications include a high school diploma or GED and cash handling familiarity; strong relationship and

Qualifications

• Strong relationship skills; basic math and computer skills; accountability and accuracy.
• High school diploma or GED required; cash handling experience preferred.
• Excellent time management, communication, and customer service skills.

Responsibilities

• Handle customer transactions and assist with account inquiries.
• Identify needs of new and existing customers and offer appropriate products and services.
• Assist with internal controls and daily report follow-up, plus night depository deposits and other duties.
• Consistently provide a high level of customer service in line with bank standards.
• Mitigate losses through accuracy and adherence to bank policies and procedures.
• Achieve individual and/or team financial, production and relationship goals.
• Perform other duties as assigned.

Skills

Strong relationship skills

Basic math

Computer skills

Accountability

Time management

Communication skills

Customer service

Teller training

Education

High school diploma or GED

Tools

Cash handling proficiency

Job description

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

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