Relationship Banker I

Fidelity Bank • Lexington, NC

1h

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 by selling and servicing bank products and services. The incumbent works with the branch team to achieve team scorecard goals and is responsible for individual scorecard goals.

The role includes handling customer transactions and account inquiries, maintaining and balancing cash drawers and the vault, identifying customer needs and recommending appropriate products and services, assisting with internal controls and daily report follow-up, and performing operational duties such as handling night depository deposits. The Relationship Banker I demonstrates the Bank’s Right by You quality standards and adheres to Bank procedures, internal controls, and regulatory guidelines. Other duties may be assigned.

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 assigned operational duties.
• Consistently demonstrate the Bank’s Right by You quality standards by providing superior customer service.
• Mitigate losses through accurate work and adherence to Bank policies and procedures, internal controls, and regulatory guidelines.
• Achieve assigned individual and/or team financial, production, and relationship results.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED