Financial Center Representative

3 months ago

New Orleans, United States Fidelity Bank Full time
Job DescriptionJob Description

This position is located in New Orleans, LA, 70118.

Fidelity Bank is looking for competitive, self reliant, energetic individuals that are driven to succeed. If you want to make a difference, have strong selling skills and take pride in finding the right product to service your customers, then this opportunity may be the right choice for you.

The Financial Center Representative is responsible for supporting the supervisor both as a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals.

Required:

  • GED or High school diploma.
  • One year cash handling experience in a financial institution or retail environment.
  • Ability to cross-sell
  • Excellent interpersonal communication and computer skills; ability to operate standard office equipment such as calculators and PC’s
  • Excellent customer service.
  • Ability to work successfully with other lines of business.
  • Must be able to travel to other locations as needed.
  • Must be available to work on Saturdays.
  • Must be able to lift 25lbs.

Preferred:

  • Six months or more of retail banking experience.

Specific Job Functions:

  • Performs teller transactions
  • Balances, locates, and reconciles discrepancies in cash drawer.
  • Opens new accounts and handles client maintenance requests.
  • Engages in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services.
  • Provides customer assistance related to banking needs of customers.
  • Contributes to the financial center’s success by achieving assigned referral goals.
  • Assists with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments.
  • Assists with mentoring associates.
  • Reports to a supervisor for approvals when assistance is needed with transactions
  • Reports any discrepancies to the supervisor as necessary. Participates with end of day balancing procedures.
  • Provide customer service using effective telephone skills.
  • Assists supervisor with maintaining accurate reports.
  • Assists in maintaining branch appearance standards
  • Works effectively and harmoniously with others.
  • Adheres to all bank policies and procedures.
  • Complies with regulatory rules and regulations, evidenced through successful completion of training and demonstrated ability.
  • Performs other duties as appointed by management.

Fidelity Bank is an Equal Opportunity and Affirmative Action Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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