Jobs · Finance · Massachusetts

Relationship Banker Trainee

Fidelity Cooperative Bank · Leominster, MA · 6 mo ago
On-siteFinanceFull-time

Essential Job Functions/Responsibilities

  • Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
  • Provides excellent customer care to customers 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
  • Must comply with all required laws, regulations, policies, and procedures
  • Timely completion of all assigned learning activities
  • Participates/volunteers in Banking Center meetings and one-on-one coaching sessions
  • Participation/volunteerism in community groups and events

Additional duties as assigned

Education, Certifications: High school diploma (or G.E.D.) and willingness to pursue higher education. To complete The College Experience course within 12 months of hire.

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