Relationship Banker I

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: 

1. 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)


2. Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures 


3. 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


4. Safeguards customer trust by upholding duty of customer confidentiality 


5. Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs


6. Must comply with all required laws, regulations, policies, and procedures


7. Timely completion of all assigned learning activities


8. Actively participate in Banking Center meetings and one-on-one coaching sessions


9. Participation/volunteerism in community groups and events


10. 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