Relationship Banker I
Fidelity Bank
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- Location
- Leominster, MA
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 16
- 3 days ago
Career path
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About the company
Fidelity Bank
Financial services · 51 to 200 employees
What you'll do
- Serve customers with banking transactions, inquiries, and problem resolution.
- Process deposits, loan payments, check cashing, and other basic transactions while safeguarding customer confidentiality and developing knowledge of the Bank’s products and services.
What you need
- Requires at least six months of customer service experience and prior customer relationship-building experience.
- A bachelor’s degree is preferred; must be eligible for NMLS registration and a Notary Public commission.
- Education: a bachelor's degree
Key skills
Customer service experienceCustomer relationship buildingCyber security awarenessVerbal and written communicationCritical thinkingDecision makingProblem-solving skillsFinancial ComprehensionSales AptitudeTechnology Savviness/Digital EnthusiastCash handling experienceNMLS registrationNotary Public commission
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Read the full posting here
Salary Grade: 12R
SUMMARY:
In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Bank’s customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at Fidelity Banking Center location.
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)
Provide 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
Actively participate in Banking Center meetings and one-on-one coaching sessions
Participation/volunteerism in community groups and events
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