Relationship Banker III

Fidelity Bank • Robbins, NC

1d

About The Position

The Relationship Banker III opens customer accounts, prepares new account paperwork, requests required identification, and takes consumer loan applications. The role also conducts teller and cash vault transactions accurately and on time, helps customers with account-related inquiries, and balances cash drawers and the vault. The incumbent provides exceptional customer service while following Bank policies and procedures, maintaining essential controls, and mitigating risk. They help customers achieve financial goals by selling and servicing bank products and services, and work with the branch team to meet team scorecard goals while achieving individual scorecard goals.

Requirements

• High school diploma or GED with two years of banking experience and three years of cash handling and customer service experience, or an equivalent combination of education and experience.
• 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.
• Complete product knowledge, account maintenance, account opening, and consumer lending training classes.
• Ability to pass a background check.

Responsibilities

• Open customer accounts, prepare new account paperwork, request required identification, and take consumer loan applications.
• Identify the needs of new and existing customers and offer appropriate products and services.
• Handle customer transactions and account-related inquiries.
• Accurately maintain and balance cash drawers and the vault, and reconcile discrepancies.
• Assist with internal controls and daily report follow-up, handle night depository deposits, and perform 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
• Education Level: High school or GED