Relationship Banker I

Salary Grade: 12R. In this customer-facing role, the Relationship Banker I provides exceptional customer care to the Bank’s customers, assisting them with banking transactions, addressing inquiries, and assisting with problem resolution at a Fidelity Banking Center location.

Responsibilities

• Develops rapport with customers, greeting customers by name, understanding account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy)
• Provides excellent customer care relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
• Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance, and savings bond redemption
• Safeguards customer trust by upholding duty of customer confidentiality
• Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
• Complies with all required laws, regulations, policies, and procedures
• Completes all assigned learning activities in a timely manner
• Actively participates in Banking Center meetings and one-on-one coaching sessions
• Participates in community groups and events through volunteerism
• Performs additional duties as assigned

Education & Certifications

• Bachelor's degree preferred
• Eligible for Nationwide Mortgage Licensing System (NMLS) registration
• Eligible for Notary Public commission

Knowledge, Skills & Abilities

• Minimum six months’ cash handling experience preferred
• Minimum six months’ customer service experience
• Prior customer relationship building experience
• Cyber security awareness
• Strong verbal and written communication skills
• Critical thinking, decision making, and problem-solving skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

Competencies

• Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager and Agile Learner