Relationship Banker I
Fidelity Bank
If you are unable to complete 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 Apex, NC, US 4 days ago Requisition ID: 2691 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 #J-18808-Ljbffr
- ...data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre‑shift sales huddles...SuggestedWork at officeShift work
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- ...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...Shift workWeekend workDay shift
- ...clients to solutions that meet their financial goals. 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...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $27.88 per hour
...connect them with appropriate solutions. Responsibilities Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet their financial needs Follow established processes and guidelines in daily activities, adhering to all...Hourly payFlexible hoursShift workWeekend workDay shift- ...Description Location: On site at location listed in job posting. Schedule: Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on...Temporary workWork at officeMonday to Friday
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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...- ...career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours
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$1,000 per month
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