Relationship Banker I
Fidelity Cooperative Bank•Leominster, MA
•$20 - $22•Onsite
About The Position
The Relationship Banker I is a customer-facing role at the Fidelity Banking Center. The position provides customer care by assisting with banking transactions, responding to inquiries, and helping resolve problems. The banker develops rapport with customers, protects customer confidentiality, builds knowledge of the Bank’s products and services, and follows applicable laws, regulations, policies, and procedures.
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.
- Eligible for Nationwide Mortgage Licensing System (NMLS) registration.
- Eligible for a Notary Public commission.
Nice To Haves
- Bachelor’s degree preferred.
- At least six months of cash-handling experience preferred.
- Competencies include courage, technology savviness/digital enthusiasm, financial comprehension, adaptability and flexibility, sales aptitude, and eagerness and agility as a learner.
Responsibilities
- Develop rapport with customers by greeting them by name, understanding account ownership types and authority, responding promptly to correspondence and problems, and displaying a caring attitude in keeping 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 deposits and loan payments; verify cash and endorsements; cash checks; issue money orders and treasurer’s checks; and redeem savings bonds.
- Protect customer trust by maintaining confidentiality.
- Develop comprehensive knowledge of Bank products and services and request assistance for further development as needed.
- Comply with required laws, regulations, policies, and procedures.
- Complete assigned learning activities on time.
- Participate in Banking Center meetings and one-on-one coaching sessions.
- Participate in or volunteer for community groups and events.
- Perform additional duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
