Relationship Banker II

The Fidelity Bank; Robbins (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

The Fidelity Bank is seeking a Relationship Banker II to open customer accounts, prepare paperwork, and manage identification requests. You will perform teller and cash vault transactions with accuracy while delivering exceptional service and following bank policies.

You will work with the branch team to meet scorecard goals and drive sales of bank products. Ideal candidates have a high school diploma or GED, banking experience, and strong sales and customer service skills, plus the ability to

Qualifications

• High school diploma or GED with one year of banking experience and two years of cash handling and customer service experience or an equivalent combination of education and experience.
• Demonstrates banking and product knowledge.
• Strong relationship and sales 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.
• Must complete product knowledge, account maintenance, and account opening training classes.
• Ability to pass a background check.

Responsibilities

• Open accounts for customers and prepare new account paperwork.
• Request required identification and conduct teller transactions accurately.
• Handle cash vault transactions and balance cash drawers.
• Provide exceptional customer service while adhering to bank policies and controls.
• Assist customers in identifying needs and offering appropriate products and services.
• Contribute to branch team scorecard goals and personal performance metrics.
• Support internal controls and daily report follow-up.
• Perform other duties as assigned.

Skills

Relationship building

Sales skills

Customer service

Time management

Education

High school diploma or GED

Tools

Banking software

Job description

Summary

The Relationship Banker II is responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification. This position is also responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is also 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 II is responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification. This position is also responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is also 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

• 20% Responsible for opening accounts for customers and preparing new account paperwork and requesting the required identification.
• 20% 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 banking experience and two years of cash handling and customer service experience or an equivalent combination of education and experience.

Additional Qualifications

• Demonstrates banking and product knowledge.
• Strong relationship and sales 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.
• Must complete product knowledge, account maintenance, and account opening training classes.
• Ability to pass a background check.

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