Relationship Banker I
Fidelity Bank
Relationship Banker I
In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Bank's customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at Fidelity Banking Center location.
Essential job functions/responsibilities include:
- Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
- Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
- Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
- Safeguards customer trust by upholding duty of customer confidentiality
- Works to develop a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs
- Must comply with all required laws, regulations, policies, and procedures
- Timely completion of all assigned learning activities
- Actively participate in Banking Center meetings and one-on-one coaching sessions
- Participation/volunteerism in community groups and events
- Additional duties as assigned
Education, certifications:
- Bachelor's degree preferred
- Eligible for Nationwide Mortgage Licensing System (NMLS) registration
- Eligible for Notary Public commission
Knowledge, skills & abilities:
- Minimum six months' cash handling experience preferred
- Minimum six months' customer service experience
- Prior customer relationship building experience
- Cyber security awareness
- Strong verbal and written communication skills
- Critical thinking, decision making and problem-solving skills
- Must have cyber security awareness to protect the digital environment, the Bank, and customers
Competencies:
- Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability and Flexibility
- Sales Aptitude
- Eager and Agile Learner
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$22 - $27.75 per hour
...systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and... ...solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings...SuggestedWork at officeLocal areaWork from homeFlexible hoursAfternoon shift$41.1k
...Overview It is the responsibility of the Senior Banker I to represent Middlesex Savings Bank to the public and to their colleagues... ...of their team. The Senior Banker I promotes strong customer relationships as follows: conducts a wide array of customer transactions;...SuggestedWork at officeWeekend work
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