Relationship Banker I

Fidelity Bank • Charlotte, NC

4d

About The Position

The Relationship Banker I conducts teller and cash vault transactions accurately and promptly, provides exceptional customer service, and follows bank policies and procedures while maintaining controls and mitigating risk. The role helps customers achieve financial goals by selling and servicing bank products and services. The Relationship Banker works with the branch team to meet team scorecard goals and is accountable for individual scorecard goals.

Responsibilities include processing customer transactions and answering account-related inquiries; maintaining and balancing cash drawers and the vault; identifying customer needs and recommending appropriate products and services; supporting internal controls, daily report follow-up, night depository deposits, and other operational duties; meeting service standards; following operational and regulatory requirements; and achieving assigned individual and team financial, production, and relationship goals. 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 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 perform 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 accuracy and adherence to bank policies, procedures, internal controls, and regulatory guidelines.
• Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
• Perform other duties as assigned.

What This Job Offers

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