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
- ...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
- ...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...SuggestedNight shift
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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...SuggestedWork experience placementWork at officeShift work
- ...workplace culture where all 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. Job Description Acquires...SuggestedFull timeTemporary workWork experience placement
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$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...- ...Job Posting: Universal Banker Provide exceptional, professional service to clients by understanding and promoting banking products... ...their needs. General Responsibilities (10%) Provide personalized, relationship‑based banking services to both current and potential clients....Night shift
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...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$1,000 per month
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