Relationship Banker I

Fidelity Bank•Shelby, NC

About The Position

The Relationship Banker I handles teller and cash vault transactions accurately and promptly, provides exceptional customer service, and follows bank policies, procedures, and internal controls to mitigate risk. The role helps customers achieve their financial goals by selling and servicing bank products and services. The incumbent works with the branch team to meet team scorecard goals and is responsible for achieving individual scorecard goals.

Requirements

  • High school diploma or GED, with one year of cash handling and customer service experience, or an equivalent combination of education and experience.
  • Strong relationship skills.
  • Basic math and computer skills.
  • High level of accountability, efficiency, and accuracy.
  • Exceptional time management, communication, and customer service skills.
  • Maintain a friendly, courteous, and professional demeanor.
  • Complete teller training classes.
  • Ability to pass a background check.

Nice To Haves

  • Strong sales skills.

Responsibilities

  • Handle customer transactions and assist with account-related inquiries.
  • Accurately maintain and balance cash drawers and the vault, and reconcile discrepancies.
  • Identify the needs of new and existing customers and offer appropriate products and services.
  • Assist with internal controls and daily report follow-up; handle night depository deposits and other operational duties as assigned.
  • Demonstrate the Bank's Right by You quality standards by providing a superior level of customer service.
  • Mitigate losses through accurate work and adherence to bank policies, procedures, internal controls, and regulatory guidelines.
  • Achieve individual and/or team financial, production, and relationship results relative to assigned metrics and goals.
  • Perform other duties as assigned.
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