Relationship Banker I

Fidelity Bank; Leominster (MA); On-site; USD 28,000 - 31,000; Full time

Job summary

Fidelity Bank in Leominster, MA is seeking a Relationship Banker I to deliver exceptional customer care and assist customers with banking transactions. In this customer-facing role, you will address inquiries and support problem resolution at Fidelity Banking Center.

The position requires basic cash handling, a strong service mindset, and knowledge of bank products. A Bachelor's degree is preferred, with NMLS eligibility and Notary Public authorization often expected.

Qualifications

• Bachelor's degree preferred.
• Eligible for Nationwide Mortgage Licensing System (NMLS) registration.
• Eligible for Notary Public commission.

Responsibilities

• Develops rapport with customers, greeting customers by name, understanding account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
• Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
• Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
• Safeguards customer trust by upholding duty of customer confidentiality
• Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
• Must comply with all required laws, regulations, policies, and procedures
• Timely completion of all assigned learning activities
• Actively participate in Banking Center meetings and one-on-one coaching sessions
• Participation/volunteerism in community groups and events
• Additional duties as assigned

Skills

Cash handling

Customer service

Relationship building

Cyber security awareness

Verbal communication

Written communication

Critical thinking

Problem solving

Education

Bachelor's degree preferred

NMLS registration eligibility

Notary Public commission eligibility

Job description

• Pay or shift range: $20 USD to $22.36 USD
  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Description

Salary Grade: 12R

SUMMARY:

In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Bank’s customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at Fidelity Banking Center location.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

• Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
• Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
• Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
• Safeguards customer trust by upholding duty of customer confidentiality
• Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
• Must comply with all required laws, regulations, policies, and procedures
• Timely completion of all assigned learning activities
• Actively participate in Banking Center meetings and one-on-one coaching sessions
• Participation/volunteerism in community groups and events
• Additional duties as assigned

EDUCATION, CERTIFICATIONS:

• Bachelor's degree preferred
• Eligible for Nationwide Mortgage Licensing System (NMLS) registration
• Eligible for Notary Public commission

KNOWLEDGE, SKILLS & ABILITIES:

• Minimum six months’ cash handling experience preferred
• Minimum six months’ customer service experience
• Prior customer relationship building experience
• Cyber security awareness
• Strong verbal and written communication skills
• Critical thinking, decision making and problem-solving skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

• Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Eager and Agile Learner

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.