Relationship Banker I

The Fidelity Bank; Raleigh (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

The Fidelity Bank in Raleigh, NC seeks a Relationship Banker I to perform teller transactions and assist customers with financial needs. You will balance cash drawers and vault, ensuring accuracy and compliance while delivering exceptional service.

Identify customer needs, promote appropriate products, support branch operations, and help the team achieve its scorecard goals in a fast-paced environment.

Qualifications

• High school diploma or GED plus 1 year cash handling and customer service experience

Responsibilities

• Handle customer transactions and balance cash drawers and vault
• Identify customer needs and offer products/services
• Assist with internal controls and daily report follow-up
• Provide superior customer service per bank standards
• Mitigate losses through accuracy and policy compliance
• Achieve individual and team financial, production and relationship goals
• Other duties as assigned

Skills

Relationship skills

Mathematics and computer skills

Accountability and accuracy

Time management and customer service

Professional demeanor

Education

High school diploma or GED

Tools

Basic computer skills

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.

Principal Accountabilities

• 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