Relationship Banker I

Fidelity Bank•Raleigh, 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 sales and servicing of bank products and services. The incumbent works with the branch team to achieve team scorecard goals and is responsible for meeting 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; supports internal controls and operational follow-up; and adheres to service, accuracy, policy, and regulatory standards. Other duties may be assigned.

Requirements

  • High school diploma or GED, plus 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 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 and provide a superior level of customer service.
  • Mitigate losses through accurate work and adherence to Bank policies and 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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