Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker I

The Fidelity Bank

Relationship Banker I

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:

  • 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

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

The Fidelity Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker I in Charlotte, NC vacancy
  •  ...comprehensive, tailored advice that enhance client satisfaction and loyalty.   ~ Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth,... 
    Suggested
    Full time
    Temporary work

    First Horizon Bank

    Charlotte, NC
    11 hours ago
  • Sales and Business Development   ~ Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals...
    Suggested
    Part time
    Immediate start

    First Horizon Bank

    Charlotte, NC
    9 hours ago
  • $27 - $33 per hour

     ...you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to... 
    Suggested

    U.S. Bank

    Charlotte, NC
    1 day ago
  •  ...Regular full-time Client Service Associate to deliver industry-leading service in person and by phone. You will develop client relationships, present financial solutions, and collaborate with specialists to grow business while occasionally performing teller duties.... 
    Suggested
    Full time

    Truist Inc

    Mint Hill, NC
    1 day ago
  •  ...Workplace Banking Relationship BankerFor this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization...  ...: In Office (5 days/week). The Workplace Banking Relationship Banker is a dedicated, geography-aligned sales professional... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Work visa
    Flexible hours

    SunTrust Investment Services, Inc.

    Charlotte, NC
    3 days ago
  •  ...Relationship Banker IIAt Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and... 

    Regions Bank

    Charlotte, NC
    1 day ago
  •  ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker I Charlotte Regular Full-Time Charlotte, NC, US SUMMARY: The Relationship Banker I is responsible for conducting teller... 
    Full time
    Night shift

    Fidelity Bank

    Charlotte, NC
    3 days ago
  •  ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Temporary work
    Night shift
    Weekend work

    Truist Inc

    Charlotte, NC
    3 days ago
  •  ...meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Charlotte, NC
    1 day ago
  •  ...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for... 
    Work at office
    Flexible hours
    Weekend work
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  •  ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Temporary work
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Charlotte, NC
    1 day ago
  •  ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Full time
    Part time
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Charlotte, NC
    3 days ago
  •  ...perks and discounts.Job Purpose & ScopeResponsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful,... 
    Work at office
    Local area
    Day shift

    Bank OZK

    Harrisburg, NC
    1 day ago
  • $27 - $33 per hour

     ...Relationship Banker Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships... 
    Temporary work

    U.S. Bancorp

    Charlotte, NC
    1 day ago
  •  ...Truliant Federal Credit Union Relationship Banker Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define... 
    Full time
    Temporary work
    Local area
    Flexible hours
    Shift work

    Truliant Federal Credit Union

    Charlotte, NC
    1 day ago
  •  ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Charlotte, NC
    5 days ago
  • $24 - $33.5 per hour

     ...Description: This role is a banking professional who works across multiple bank locations playing a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking... 
    Work at office

    TD Bank

    Charlotte, NC
    5 days ago
  •  ...Wilkinson Blvd. Charlotte, North Carolina. 28208. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop... 
    Work at office
    Night shift

    First National Bank of Pennsylvania

    Charlotte, NC
    2 days ago
  •  ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Charlotte, NC
    3 days ago
  • Regions Bank in Charlotte, NC is seeking a Relationship Banker II to meet with customers and prospects, assess financial needs, and offer appropriate products and guidance to help achieve their financial goals. The role emphasizes sales and service experience, with time... 

    Regions Bank

    Charlotte, NC
    4 days ago
  •  ...U.S. Bank is seeking a Relationship Banker to build trust-based client relationships across in-person, appointment, and digital channels. You will assess banking needs, explain products, and guide customers to the right solutions while delivering a digital-first experience... 

    U.S. Bank

    Charlotte, NC
    3 days ago
  •  ...JPMorgan Chase & Co. is seeking a Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. You will leverage knowledge of investments, credit and banking to advise current clients and attract new assets. You will work with... 
    Local area

    Aumni

    Charlotte, NC
    4 days ago
  •  ...Senior Commercial Auto Relationship Manager for Specialized IndustriesWells Fargo is seeking a Senior Commercial Auto Relationship Manager for Specialized Industries in Commercial Auto as part of the Commercial Bank. Learn more about the career areas and lines of business... 
    Work experience placement

    Wells Fargo

    Charlotte, NC
    4 days ago
  •  ...J.P. Morgan Private Bank is seeking a seasoned Private Banker to advise families on building and managing wealth. You will leverage investments, credit and banking knowledge to serve current clients and attract new ones. You will work with a local team and an institutional... 
    Local area

    Testing Site - JPMC

    Charlotte, NC
    4 days ago
  •  ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader...  ...our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Charlotte, NC
    1 day ago
  •  ...opportunity to contribute to the companys success. As a Senior Personal Banker within PNC's retail banking organization, this position will...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Bank staff
    Work at office

    PNC Financial Services Group

    Charlotte, NC
    4 days ago
  •  ...:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program...  ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third

    Charlotte, NC
    2 days ago
  • J.P. Morgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on wealth in Charlotte, NC. You will leverage investments, planning, credit and banking to advise clients and win new business. You will work with a team across markets and... 

    JPMorgan Chase & Co.

    Charlotte, NC
    4 days ago
  •  ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong...  ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... 
    Immediate start
    Afternoon shift

    Testing Site - JPMC

    Charlotte, NC
    3 days ago
  • JPMorgan Chase & Co. in the United States seeks a Private Banker to advise families on wealth-building, preservation and balance-sheet management within the U.S. Private Bank. You will leverage investments, wealth planning, credit and banking to serve existing clients... 
    Local area

    Aumni

    Charlotte, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker I. Be the first to apply!