Relationship Banker II

The Fidelity Bank; Spartanburg (SC); On-site; USD 40,000 - 50,000; Full time

Job summary

The Fidelity Bank is seeking a Relationship Banker II to open accounts, handle teller transactions, and provide exceptional customer service. You will balance cash drawers, assist with account-related inquiries, and promote bank products while following policies and procedures.

Strong relationship-building and sales skills, plus knowledge of banking products, are essential, along with accuracy and time management. Background check and training compliance are required.

Qualifications

• High school diploma or GED with one year of banking experience and two years of cash handling and customer service experience.
• Strong relationship-building and sales skills.
• Excellent time management and communication.
• Ability to pass a background check.

Responsibilities

• Open accounts for customers and prepare new account paperwork and request required identification.
• Handle customer transactions and help with account-related inquiries, balance cash drawers and vault, and reconcile discrepancies.
• Identify customer needs and offer appropriate banking products and services.
• Assist with internal controls, daily report follow-up, and night depository deposits.
• Provide superior customer service while following bank policies and procedures.
• Mitigate losses through accuracy and adherence to policies, procedures, and regulatory guidelines.
• Achieve individual and/or team financial, production, and relationship targets.
• Other duties as assigned.

Skills

Sales skills

Customer service

Relationship building

Time management

Accuracy

Banking knowledge

Education

High school diploma or GED

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

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