Financial Center Representative

Fidelity Bank•Baton Rouge, LA

34d•Onsite

About The Position

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company. Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states. Fidelity promotes a culture of work/life balance for all associates. Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals. This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay. This position may be filled at a lower or higher level depending on the candidates qualifications and relevant experience.

Requirements

GED or High school diploma
1 year cash handling experience in a financial institution or retail environment
Ability to travel across company footprint as needed
Proficient in Microsoft Office Suite to include Word, Outlook, Teams
Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization & Planning
Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity
Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus
Developed technology skills to include Technical Acumen, Knowledge Management
Developed leadership skills to include Developing Followers, Achieving Results
Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence

Nice To Haves

6 months of retail banking experience
High-volume cash handling experience
Proficient in Microsoft Office Suite to include Excel, PowerPoint

Responsibilities

Perform teller transactions
Responsible for balancing, locating and reconciling discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary
Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
Open new accounts and handles client maintenance requests
Contribute to the financial centers success by achieving assigned referral goals
Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelitys products and services
Report to a supervisor for approvals when assistance is needed with transactions
Provide customer assistance related to banking needs both in-person and over the phone
Assist supervisor with maintaining accurate reports
Report any discrepancies to the supervisor as necessary
Assist in maintaining branch appearance standards
Assist with mentoring associates
Adhere to all bank policies and procedures
Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
Perform other duties and/or special projects as appointed by management

Benefits

Competitive pay based on the position, qualifications, relevant experience, and skillset
Paid Time Off
Up to 14 paid holidays annually
Comprehensive Medical, Dental, and Vision Insurance
Employer Funded Health Savings Account
Paid Parental Leave
401(k) with matching contributions
Wellness Program to reduce health insurance premiums
Free or discounted banking and mortgage services
Basic Life Insurance and AD&D
Tuition Reimbursement Plan
Associate Referral Program
Associate Volunteer Program
Employee Assistance Fund (subject to IRS guidelines)
Employee Assistance Program
Opportunities for training and career development
Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
Retail branch locations are closed on Saturdays!