Relationship Banker I

Fidelity Bank; Lexington (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

Fidelity Bank in Lexington, NC is seeking a Relationship Banker I to process teller transactions, assist with cash vault functions, and deliver exceptional customer service while following bank policies.

You will identify customer needs, promote bank products, and work with the branch team to hit personal and team scorecard targets, maintaining accuracy and strong controls.

Qualifications

• Strong relationship skills.
• Basic math and computer skills.
• High level of accountability, efficiency, and accuracy.
• Exceptional time management, communication, and customer service skills.
• Friendly, courteous, and professional demeanor.
• Must complete teller training classes.
• Ability to pass a background check.

Responsibilities

• Handle customer transactions and inquiries with accuracy.
• Balance cash drawers and vault, reconcile discrepancies.
• Identify customer needs and offer appropriate products/services.
• Assist with internal controls and daily report follow-up, night depository deposits, and other duties.
• Provide superior customer service per bank standards.
• Mitigate losses through accuracy and adherence to policies and procedures.
• Achieve individual and/or team financial, production, and relationship targets.
• Other duties as assigned.

Skills

Relationship skills

Math skills

Computer skills

Time management

Communication

Customer service

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

Lexington Regular Full-Time Lexington, 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