Relationship Banker I

Fidelity Bank•Shelby, NC

About The Position

The Relationship Banker I conducts teller and cash vault transactions accurately and in a timely manner while providing exceptional customer service and following Bank policies and procedures. The role maintains essential controls, mitigates risk, and helps customers achieve financial goals through the sale and servicing of bank products and services. The incumbent works with the branch team to achieve team scorecard goals and is responsible for individual scorecard goals. The position handles customer transactions and account-related inquiries; maintains and balances cash drawers and the vault; identifies customer needs and offers appropriate products and services; assists with internal controls and daily report follow-up; handles night depository deposits and other assigned operational duties; and contributes to financial, production, and relationship results. The role also requires completing teller training classes and passing a background check.

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 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 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 perform other assigned operational duties.
  • 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 and procedures, internal controls, and regulatory guidelines in the Bank Operations and Procedures Manual.
  • Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
  • Perform other duties as assigned.
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