Relationship Banker II

Fidelity Bank • Robbins, NC

7d

About The Position

The Relationship Banker II opens customer accounts, prepares new account paperwork, and requests required identification. The role also conducts teller and cash vault transactions accurately and promptly, handles account-related inquiries, and maintains and balances cash drawers and the vault. The incumbent provides exceptional customer service while following Bank policies and procedures, maintaining internal controls, and mitigating risk. The position helps customers achieve financial goals by selling and servicing bank products and services, and works with the branch team to meet team scorecard goals while achieving individual scorecard goals.

Requirements

• High school diploma or GED.
• One year of banking experience and two years of cash handling and customer service experience, or an equivalent combination of education and experience.
• Demonstrated banking and product knowledge.
• Strong relationship and sales skills.
• Basic math and computer skills.
• High level of accountability, efficiency, and accuracy.
• Exceptional time management, communication, and customer service skills.
• Friendly, courteous, and professional demeanor.
• Complete teller training classes.
• Complete product knowledge, account maintenance, and account opening training classes.
• Ability to pass a background check.

Responsibilities

• Open customer accounts, prepare new account paperwork, and request required identification.
• 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 assigned operational duties.
• Demonstrate the Bank's Right by You quality standards by providing 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.

What This Job Offers

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