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:
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
Fidelity Bank is a full-service financial institution with assets of approximately $3.7 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 57 branches throughout North Carolina, Virginia, and South Carolina.
For over 100 years, Fidelity Bank's vision has remained the same; to be the independent, sound, and profitable bank that businesses and families come to first - and bank with for life.
BANK FOR LIFE - We earn the loyalty of our customers. Our superior attention to caring and personal service lets us build relationships that span lifetimes - even generations.
INDEPENDENT - Fidelity Bank is not for sale. We have been independent for over 100 years and plan to remain that way.
SOUND - Our bank is safe and secure. We have superior quality assets and a rock solid capital position.
PROFITABLE - Our bank is profitable and growing. We provide consistent healthy returns and we seek out opportunities for growth and expansion.
Right By You: It's not just a slogan
Nothing is more important to us than the long-term success and financial well-being of our customers. Businesses and families turn to Fidelity Bank because we take the time to find out what is important to them, treat them with respect, and offer all the products and services they need in a friendly environment. Walk into any Fidelity Bank location and you will know you are in the right place. Generations of Fidelity Bank customers can attest to it. People ask why we go to such lengths for our customers. We remind them we do it for our friends.
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