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The Fidelity Bank

Relationship Banker I

The Fidelity Bank, Holly Springs, North Carolina, United States, 27540

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Relationship Banker I

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The Fidelity Bank .

Summary The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions accurately and timely, delivering exceptional customer service while following bank policies and procedures, maintaining controls, mitigating risk, and helping customers achieve financial goals through the sales and servicing of bank products and services. The incumbent collaborates with the branch team to achieve team scorecard goals and works towards individual scorecard objectives.

Principal Accountabilities

40% Handling customer transactions and account inquiries; maintaining and balancing cash drawers and vaults, reconciling discrepancies.

15% Identifying customer needs and offering appropriate products and services.

10% Assisting with internal controls, daily report follow‑up, night depository deposits, and other operational duties.

10% Demonstrating the Bank’s Right by You quality standards by providing superior customer service.

10% Mitigating losses through accuracy and adherence to bank policies, procedures, internal controls, and regulatory guidelines.

10% Achieving individual and/or team financial, production, and relationship results relative to assigned metrics and goals.

5% Performing other duties as assigned.

Basic Qualifications High school diploma or GED with one year of cash handling and customer service experience, or an equivalent combination of education and experience.

Additional Qualifications

Strong relationship 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.

Completion of teller training classes.

Ability to pass a background check.

Preferred Qualifications

Strong sales skills.

Affirmative Action/Equal Opportunity Employer

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