Relationship Banker I
The Fidelity Bank
Summary The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions accurately and timely. The incumbent provides exceptional customer service while following Bank policies, maintaining controls, and mitigating risk. The incumbent helps customers achieve financial goals through the sales and servicing of bank products and services and works with the branch team to achieve team and individual scorecard goals. Principal Accountabilities Responsibilities are weighted as follows: 40% – Handling customer transactions, maintaining and balancing cash drawers and vault, reconciling discrepancies. 15% – Identifying needs of new and existing customers and offering appropriate products and services. 10% – Assisting with internal controls and daily report follow-up, handling night depository deposits and other operational duties. 10% – Consistently demonstrating the Bank’s Right by You quality standards by providing superior customer service. 10% – Mitigating losses through accurate work and adherence to policies, controls, and regulatory guidelines. 10% – Achieving individual and/or team financial, production, and relationship results relative to specific metrics and goals. 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. Affirmative Action/Equal Opportunity Employer. #J-18808-Ljbffr The Fidelity Bank
- ...Floating Relationship Banker This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of...SuggestedWork at office
- ...Location : Onsite at the location listed in the job posting. Hours : Monday - Friday 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions...SuggestedTemporary workWork at officeMonday to Friday
- ...Fidelity Bank in Durham, NC seeks a Relationship Banker I responsible for conducting teller transactions and providing exceptional customer service. This role involves accurately handling cash and assisting customers in achieving their financial goals. A successful candidate...SuggestedFull time
- ...Sawmill Parkway North, 7319 Sawmill Parkway, Powell, OH 43065, USA As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience,...SuggestedLive outWork at office
- Relationship Banker I Regular Full-Time Durham, NC, US 5 days ago Requisition ID: 2660 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...SuggestedFull timeNight shift
- A financial services institution in Durham, NC is seeking a Floating Relationship Banker to enhance customer engagement and drive sales. This role involves greeting customers, identifying needs, promoting banking products, and ensuring compliance with policies. Candidates...Full time
- First Commonwealth Bank is seeking a Relationship Banker in Durham, NC. This role involves improving customers' financial lives while delivering exceptional service. The successful candidate will manage key customer relationships, adhere to operational policies, and contribute...
- First Horizon Bank is seeking a Relationship Banker in Durham, North Carolina. This role involves engaging clients in meaningful conversations to meet their financial goals. Responsibilities include promoting bank products, delivering excellent client service, and ensuring...Work at office
- The Fidelity Bank in Durham, NC is seeking a Relationship Banker I to conduct teller and cash vault transactions while providing exceptional customer service. The role includes handling customer needs, identifying appropriate bank products, and following bank policies to...
- ...banking, online banking, or ATM. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines in daily activities to do what is right for clients...Shift workWeekend workDay shift
- ...About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products...Work experience placementWork at officeImmediate start
- ...Fifth Third Bank is looking for a Personal Banker Associate I in Durham, NC to engage with customers and identify their financial... ...through a consultative sales process. This role requires effective relationship management and adherence to banking regulations. Applicants...
- ...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...Work experience placementWork at office
- ...Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Temporary workWork at officeNight shiftWeekend work
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
- ...financial institution in Durham is seeking a Retail Personal Banker I. The role involves using a consultative sales process to identify... ...include cross-selling products, maintaining customer relationships, and processing transactions. Ideal candidates will have a college...
- ...Humanity Of Durham in Chapel Hill, North Carolina, is seeking a dedicated professional for a role focused on client service and relationship management. Ideal candidates will have a high school diploma, 2 years of client sales experience, and strong communication skills...
- ...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 officeShift workWeekend workDay shift
- ...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 officeShift workWeekend workDay shift
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products...Work experience placementWork at officeImmediate start
- The Fidelity Bank in Morrisville is seeking a Relationship Banker II responsible for opening accounts, handling transactions, and delivering exceptional customer service. The role includes identifying customer needs and achieving financial goals. Applicants should have...
- An established industry player is seeking a Sales Director specializing in OT Security to lead sales efforts in a dynamic environment. This role involves engaging with large enterprises, understanding their cyber security needs, and driving sales execution through effective...
- JPMorgan Chase & Co. is looking for a Private Client Banker in Durham, NC, to manage the banking relationships of affluent clients. This role includes acquiring new clients, providing tailored financial advice, and ensuring compliance with banking regulations. Candidates...
- A leading financial technology company is hiring a Sr Design Manager to lead a team focusing on an AI-powered banking experience. This role involves crafting designs that promote user trust and simplicity in financial tasks. The ideal candidate has solid expertise in product...
- ...relating 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...Work at officeLocal areaMonday to Friday
- ...Solutions Advisor Stage I in Durham, NC. This position is focused on obtaining necessary securities licenses and building client relationships. As a vital part of Merrill Wealth Management, you will learn to provide comprehensive wealth management solutions while working...Traineeship
- ...data, perform multiple tasks and work independently. Must be able to develop and maintain professional, service-oriented working relationships with patients, physicians, co-workers and supervisors. Must be able to understand and comply with policies and procedures....Work at officeLocal areaMonday to Friday
$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$45k - $100k
...both worlds. A culture of continuous improvement and professional development. Key responsibilities include: Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker I. Be the first to apply!

