Relationship Banker II

Fidelity Bank; Robbins (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

Fidelity Bank in Robbins, NC is seeking a Relationship Banker II to open customer accounts, prepare new account paperwork, and collect required identifications while delivering friendly, high-quality service.

You will perform teller and cash vault transactions, advise customers on bank products, and work with the branch team to hit personal and team targets, while following bank policies and regulatory guidelines.

Qualifications

• High school diploma or GED with one year of banking experience and two years of cash handling and customer service 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.

Responsibilities

• Open accounts for customers and prepare new account paperwork and request the required identification.
• Handle customer transactions and help with account-related inquiries; accurately maintain and balance cash drawers and vault; reconcile discrepancies.
• Identify customer needs and offer appropriate products and services.
• Assist with internal controls and daily report follow-up; handle night depository deposits and other operational duties.
• Demonstrate the Bank's Right by You quality standards by providing superior customer service.
• Mitigate losses through accuracy and adherence with Bank policies and regulatory guidelines.
• Achieve individual and team financial, production and relationship goals.
• Other duties as assigned.

Skills

Relationship selling

Customer service

Math skills

Accountability

Time management

Communication

Demeanor

Teller training

Product knowledge

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 II

2 days ago Requisition ID: 2744

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:

Time: Description:

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