Financial Center Associate
2 days ago
Fidelity Bank, a leader in community-focused banking, is seeking a talented Financial Center Representative to join our team in Metairie, LA. This exciting opportunity offers a unique chance to build a fulfilling career in banking and make a meaningful impact on our customers' lives.
About the Role:
The Financial Center Representative will be responsible for providing exceptional customer service, operating with precision and accuracy, and making strategic referrals to drive business growth. As a key member of our financial center team, you will work closely with supervisors to ensure seamless operations, achieve sales goals, and maintain accurate reports.
Key Responsibilities:
- Perform teller transactions with attention to detail and efficiency
- Balance, locate, and reconcile discrepancies in cash drawers and end-of-day balancing procedures
- Open new accounts and handle client maintenance requests with professionalism
- Engage in consultative conversations with clients to build strong relationships and promote Fidelity's products and services
- Provide excellent customer assistance related to banking needs, both in-person and over the phone
- Contribute to the financial center's success by achieving assigned referral goals
- Assist with balancing, locating, and reconciling vault and ATM transactions, as well as incoming and outgoing money shipments
- Mentor associates and adhere to all bank policies and procedures
- Exemplify Fidelity's Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
- Comply with regulatory rules and regulations through successful training completion and demonstrated ability
- Perform other duties and special projects as assigned by management
About You:
We are looking for a motivated and results-driven individual who embodies the qualities of a top performer. To succeed in this role, you should possess:
- A GED or high school diploma
- 1 year of cash handling experience in a financial institution or retail environment
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams)
- Ability to travel across our company footprint as needed
- Developed cognitive skills, including problem-solving, judgment, decision-making, organization, and planning
- Strong intrapersonal skills, such as ambition, follow-through, optimism, tenacity, resilience, and balance
- Excellent interpersonal skills, including communication (listening, speaking, and writing), collaboration, client focus, and leadership abilities
Benefits and Perks:
Fidelity Bank offers a competitive total rewards package, including:
- Estimated salary range: $40,000 - $60,000 per year
- Paid Time Off
- 14 paid holidays annually
- Comprehensive Medical, Dental, and Vision Insurance
- Employer-funded Health Savings Account
- Paid Parental Leave
- 401(k) with matching contributions
- Wellness Program to reduce health insurance premiums
- Free or discounted banking and mortgage services
- Basic Life Insurance and AD&D
- Tuition Reimbursement Plan
- Associate Referral Program
- Employee Assistance Fund
- Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
Why Fidelity Bank?
We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure their success within the company. Our mission is to create a better future by acting with accountability and integrity alongside our customers and within our communities. We believe in making a difference by living our mission of
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