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 The Fidelity Bank
- ...on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in...SuggestedWeekend work
- ...Drive. Morrisville, North Carolina. 27560. 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 for...SuggestedWork at officeShift workNight shift
- ...The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....SuggestedWork at officeImmediate start
- ...opportunity to contribute to the company’s success. As a Branch Banker within PNC's retail banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...PNC is seeking a Branch Banker in Holly Springs, NC to drive customer growth and deliver exceptional service in an in-office setting. You will engage customers, identify financial solutions, and collaborate with ecosystem partners to increase share of wallet. Ideal candidates...SuggestedWork at office
- ...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
$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...- ...Business Banking OfficerThe Business Banking Officer proactively develops and maintains business relationships through calling efforts and relationship building. This position establishes business loan, deposit, treasury management and other related services to meet needs...Work at officeLocal area
- Habitat For Humanity Of Durham is seeking an experienced client service representative to provide outstanding service and support to clients. Responsibilities include managing transactions, educating clients on our services, and assisting in sales outreach. The ideal candidate...
- ...managers to deliver consistent, high-quality client service. The Financial Advisor is expected to actively build and maintain client relationships, participate in local outreach, and stay current on financial products, market trends, and industry best practices....Full timeLocal area
$250k
...SUMMARY The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation, and periodic reviews. The Financial...Full time$1,000 per month
Overview 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 up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
$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 timeFor contractorsInternshipLocal areaFlexible hours$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 timeContract workFor contractorsWork at office- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...for a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will manage client relationships and deliver personalized investment solutions while fostering a culture of diversity and inclusion. You will leverage your...
$61k - $119k
Northwestern Mutual in Cary, North Carolina is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. As a Financial Advisor, you will grow your client base, build tailored financial plans, and support clients throughout...- Northwestern Mutual in Cary, NC invites college students to join its College Financial Representative internship. Build a personal financial planning practice while leveraging resources of a Fortune 500 company, with coaching, licensing support, and events to accelerate...Full timeInternshipFlexible hours
- ...toward financial security through a high-touch, consultative approach. This independent contractor role focuses on deep client relationships and growing a practice with existing First Command clients. You will deliver comprehensive planning across investments, retirement...For contractors
$61k - $119k
...financial 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...Work at office- ...impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You’ll Do As an experienced Financial Advisor at...For contractorsLocal areaShift work
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- A leading financial services firm in Cary, NC is seeking a Financial Representative to work with clients on their financial needs and goals. This exciting role involves recommending impactful solutions from a comprehensive product line, including life insurance. Ideal candidates...
$1,000 per month
Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal area- Bankers Life is seeking Financial Advisors to help clients live more and worry less through personalized financial planning. You will build a client base, present financial solutions, and drive clients to action, while taking ownership of your business with the support...Work at officeFlexible hours
- Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career...Full time
- First Command Financial Services, Inc. is seeking a full-time Financial Advisor based in Cary, NC. You will meet clients in person to assess financial goals, analyze their current situation, and tailor comprehensive financial plans. Responsibilities include explaining investment...Full timeLocal area
- ..., and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special...Work at office
$37.44k - $45.19k
...Overview United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial... .... You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure...Full timeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker I. Be the first to apply!


