Relationship Banker I

Fidelity Bank; Raleigh (NC); On-site; USD 36,000 - 60,000; Full time

Job summary

Fidelity Bank in Raleigh, NC is seeking a Relationship Banker I to process teller transactions, balance cash drawers, and assist customers with financial solutions. You will build relationships, identify needs, and cross-sell bank products while maintaining accuracy and compliance.

The role emphasizes exceptional customer service, teamwork, and adherence to bank policies. Training will be provided to ensure confident handling of daily operations and risk controls.

Qualifications

• HS diploma or GED with 1 year cash handling and customer service experience.
• Equivalent combination of education and experience.

Responsibilities

• Handle customer transactions and balance cash drawers and vault; reconcile discrepancies.
• Identify customer needs and offer appropriate products and services.
• Assist with internal controls, daily reports, night depository deposits, and other duties.
• Provide superior customer service in line with Right by You standards.
• Mitigate losses through accuracy, policies, controls, and regulatory guidelines.
• Achieve individual and team financial, production, and relationship metrics.
• Perform other duties as assigned.

Skills

Cash handling

Customer service

Relationship skills

Math

Computer skills

Time management

Communication

Professional demeanor

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

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