Relationship Banker I - Float

Cape Cod 5 • Leominster, MA

1d • Onsite

About The Position

The Relationship Banker I is a customer-facing role that provides exceptional care to the Bank’s customers at a Fidelity Banking Center location. The banker assists with banking transactions, answers inquiries, and helps resolve problems while following Bank policies and procedures. The role also includes building customer relationships, developing knowledge of the Bank’s products and services, completing assigned learning activities, and participating in Banking Center meetings, coaching sessions, and community events.

Requirements

• At least six months of customer service experience.
• Prior customer relationship-building experience.
• Cybersecurity awareness to protect the digital environment, the Bank, and customers.
• Strong verbal and written communication skills.
• Critical-thinking, decision-making, and problem-solving skills.

Nice To Haves

• Bachelor’s degree preferred.
• At least six months of cash-handling experience preferred.
• Eligible for Nationwide Mortgage Licensing System (NMLS) registration.
• Eligible for Notary Public commission.
• Competencies: courage; technology savviness/digital enthusiasm; financial comprehension; adaptability and flexibility; sales aptitude; eager and agile learning.

Responsibilities

• Build rapport with customers, greet them by name, understand account ownership types and authority, respond promptly to correspondence, and address problems with a caring attitude in accordance with the GUEST philosophy.
• Provide customer care for daily transactions, inquiries, and problem resolution in accordance with Bank policies and procedures.
• Perform basic banking transactions, including processing deposits and loan payments, verifying cash and endorsements, cashing checks, issuing money orders and treasurer’s checks, and redeeming savings bonds.
• Safeguard customer trust by maintaining customer confidentiality.
• Develop comprehensive knowledge of the Bank’s products and services and request assistance for further development as needed.
• Comply with applicable laws, regulations, policies, and procedures.
• Complete assigned learning activities in a timely manner.
• Participate actively in Banking Center meetings and one-on-one coaching sessions.
• Participate in or volunteer with community groups and events.
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed