Relationship Banker I

The Fidelity Bank

Spartanburg (SC)

On-site

USD 32,000 - 42,000

Full time

2 days ago
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Benefits offered by this job

Affirmative Action/Equal Opportunity E

Job summary

The Fidelity Bank is seeking a Relationship Banker I in Spartanburg, SC to perform teller transactions and cash vault tasks accurately while delivering exceptional customer service. You will assist customers in pursuing their financial goals by selling and servicing bank products and building relationships with the branch team.

The role emphasizes adherence to bank policies, risk controls, and meeting personal and team scorecard goals.

Qualifications

  • High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience.
  • 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.

Responsibilities

  • 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.

Skills

Strong relationship skills
Basic math & computer skills
Accountability & accuracy
Time management & communication
Professional demeanor
Teller training
Background check clearance

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

Affirmative Action/Equal Opportunity Employer

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