Relationship Banker III

Fidelity Bank; Lexington (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Fidelity Bank in Lexington, NC is seeking a Relationship Banker III to open customer accounts, process paperwork, and handle consumer loan applications with accuracy and care.

You will conduct teller and cash vault transactions, deliver exceptional service, and promote bank products to help customers reach their financial goals, while supporting branch team scorecard goals.

Qualifications

• High school diploma or GED with two years of banking experience and three years of cash handling and customer service experience or an equivalent combination of education and experience.
• 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, account opening and consumer lending training classes.
• Ability to pass a background check.

Responsibilities

• Open customer accounts, complete new account paperwork, and request IDs.
• Identify customer needs and offer appropriate products and services.
• Handle transactions and balance cash drawers and vault; reconcile discrepancies.
• Assist with internal controls and daily report follow-up; process night depository deposits.
• Deliver superior customer service per bank standards.
• Mitigate losses by adhering to policies and controls.
• Achieve individual and team financial, production, and relationship metrics.
• Other duties as assigned.

Skills

Basic math

Computer skills

Customer service

Time management

Communication

Professional demeanor

Education

High school diploma or GED

Two years banking experience

Three years cash handling experience

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 III

Regular Full-Time Lexington, NC, US

SUMMARY:

The Relationship Banker III is responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification as well as taking consumer loan applications. 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:

25% Responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification, as well as taking consumer loan applications.

20% Responsible for identifying the needs of new and existing customers and offering appropriate products and services.

10% 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.

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 two years of banking experience and three years of cash handling and customer service experience or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS:

• 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, account opening and consumer lending 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