Relationship Banker I

Fidelity Bank•Charlotte, NC

About The Position

The Relationship Banker I conducts teller and cash vault transactions accurately and promptly while providing exceptional customer service and following Bank policies and procedures. The role maintains essential controls, mitigates risk, and helps customers achieve their financial goals through the sale and servicing of 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.
  • Friendly, courteous, and professional demeanor.
  • Must complete teller training classes.
  • Ability to pass a background check.

Nice To Haves

  • Strong sales skills.

Responsibilities

  • Handle customer transactions and respond to 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.
  • Consistently demonstrate the Bank’s Right by You quality standards by providing superior customer service.
  • Mitigate losses through accuracy and adherence to Bank policies and procedures, internal controls, and regulatory guidelines described in the Bank Operations and Procedures Manual.
  • Achieve assigned individual and/or team financial, production, and relationship results.
  • Perform other duties as assigned.
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