Relationship Banker I
The 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 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 #J-18808-Ljbffr
- ...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker I Regular Full-Time Fuquay Varina, NC, US 4 days ago Requisition ID: 2681 SUMMARY: The Relationship Banker I is responsible...SuggestedFull timeNight shift
- ...that 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 clients...SuggestedShift workWeekend workDay shift
- ...professional to engage clients and assist with financial transactions. The successful candidate will have the opportunity to build relationships and deliver solutions that improve clients' financial lives. This role requires effective communication and problem-solving...Suggested
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- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's retail banking organization, you will be based in Fuquay Varina. PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
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- ...focus on results. The ideal candidate should possess strong communication skills, a solid understanding of financial services, and the ability to build relationships effectively. Join a culture that values collaboration and inclusivity at Bank of America. #J-18808-Ljbffr...
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- ...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 officeFlexible hoursShift workWeekend workDay shift
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...their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the...Full timeFlexible hours$50k - $80k
...you'll do Work directly with individuals, families, and business owners to build financial plans they can trust. Build long‑term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into...- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
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- ...of concrete variables in situations where only limited standardization exists. Proofread documents. Maintain effective working relationships with other employees and the public. Ability to interpret a variety of instructions furnished in written, oral, diagram, or...Full time
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