Relationship Banker I

Salary Grade: 12R

SUMMARY:

In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Banks 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 treasurers check issuance and savings bond redemption

- Safeguards customer trust by upholding duty of customer confidentiality

- Works to develop a comprehensive knowledge of the Banks 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