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

Relationship Banker I

Fidelity Bank

SUMMARY:

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:

Time: Description:

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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker I in Durham, NC vacancy
  •  ...Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Senior Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible... 
    Suggested
    Work at office
    Shift work

    First National Bank of Pennsylvania

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

    Fifth Third

    Durham, NC
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Durham, NC
    a month ago
  •  ...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... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Durham, NC
    a month 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... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Durham, NC
    2 days ago
  •  ...to coverage Knowledge, Skills and Abilities: Excellent communication skills, oral and written. Ability to analyze relationships with patients, physicians, co-workers and supervisors. Data, perform multiple tasks and work independently. Must be able to... 
    Temporary work
    Work at office
    Local area

    Duke University

    Durham, NC
    2 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Durham, NC
    5 days ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Durham, NC
    2 days ago
  • $89.17k - $142.68k

     ...finance-related role. Demonstrated ability to work effectively in a cross‑functional environment and build strong, collaborative relationships with cross‑functional partners. What You’ll Get ~ The opportunity to work at the cutting edge of health care delivery with... 
    Contract work
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Blue Cross and Blue Shield of North Carolina

    Durham, NC
    2 days ago
  • $45k - $100k

     ...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Durham, NC
    1 day ago
  •  ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make... 

    Thrivent Financial for Lutherans

    Durham, NC
    2 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Durham, NC
    2 days ago
  • $60k - $120k

     ...and the opportunity to build something meaningful. No prior financial services experience is required. If you're motivated, relationship-oriented, and eager to learn, we'll provide the training, mentorship, and support needed to help you succeed. Why Join... 
    Immediate start
    Remote work

    Wisepath Financial Group

    Durham, NC
    1 day ago
  •  ...compensation opportunities Long-term practice growth Our focus is helping advisors build stronger businesses, deeper client relationships, and lasting enterprise value. Build a Practice—Not Just a Job At SFC, advisors are encouraged to: Build referral... 
    Remote work

    Wisepath Financial Group

    Durham, NC
    1 day ago
  • $115.92k

    Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? ...
    Contract work
    Fixed term contract

    New York Life

    Durham, NC
    13 days ago
  • $115.92k

     ...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’... 
    Contract work

    New York Life

    Durham, NC
    7 days ago
  • $115.92k

     ...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success... What we... 
    Contract work

    New York Life

    Durham, NC
    21 days ago
  •  ...and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    Durham, NC
    5 days ago
  • $732.49 per week

    Counselor-Financial Counselor Job ID #1986490 | Share About this Role Job details $732.49 / week Durham, North Carolina Profession: Counselor Facility Type: ??? Specialty: Financial Counselor...
    Shift work
    2 days per week

    TotalMed Staffing

    Durham, NC
    5 days ago
  •  ...System and Registry (NMLS) number in compliance with the federal S.A.F.E Act requirements. * Establish and maintain all client relationships with realtors, builders, developers, branches and other referral agents on an on-going basis. * Contact in person or by phone... 
    Work experience placement
    Home office
    Flexible hours

    Ameris Bank

    Durham, NC
    2 days ago
  •  ...Job Description JOB SUMMARY: The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio...  ...prospects for loans. • Maintain and develop positive, professional relationships with customers and continue communication for growth of... 
    Work at office

    United Bank Inc

    Durham, NC
    1 day ago
  •  ...Business Banker The Business Banker is responsible for retaining and growing a dedicated portfolio of profitable and high value...  ...other bank employees to retain and grow current business banking relationships. Cultivates external Centers of Influence to identify new... 

    M&F Bank

    Durham, NC
    2 days ago
  •  ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral... 
    Monday to Friday

    First Horizon Bank

    Durham, NC
    2 days ago
  • Job Description Job Description Description: ***On-Site*** Join Our High-Energy Healthcare Call Center Team! At Revco Solutions we provide exceptional customer service to the patients we service. As a leading healthcare call center, we are seeking highly motivated...

    REVCO SOLUTIONS INC

    Durham, NC
    11 days ago
  • $92.5k - $150k

     ...strategies. Monitor clients' financial status and provide regular updates and recommendations. Build and maintain strong client relationships through regular communication and follow-up. Stay informed about market trends, economic conditions, and new financial... 

    SEIA, LLC / Bates Wealth Advisors, LLC

    Chapel Hill, NC
    6 days ago
  •  ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies... 

    Beacon Pointe Advisors

    Chapel Hill, NC
    1 day ago
  • $110k - $125k

     ...planning. As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. Our mission is to help individuals and families make thoughtful, informed... 
    Full time
    Work at office
    2 days per week

    Transcend Practice Management

    Chapel Hill, NC
    1 day ago
  •  ...Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-... 
    Work at office

    Investors Title

    Chapel Hill, NC
    3 days ago
  • $215k - $260k

     ...appropriate Evaluate adequacy of limits and appropriateness of retentions/deductibles Participate in managing broker and insurer relationships Responsible for risk management compliance with Clinical Trial Insurance SOP CONTRACT REVIEW: Review leases, business... 
    Contract work
    Temporary work
    Work at office
    3 days per week

    United Therapeutics

    Durham, NC
    5 days ago
  • Risk Manager Work Arrangement: On-Site Requisition Number: 269943 Regular or Temporary: Regular Location: Durham, NC, US, 27710 Personnel Area: HEALTH SYSTEM At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their...
    Temporary work

    Duke University

    Durham, NC
    5 days ago

Do you want to receive more vacancies?

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