Financial Services Representative
3 weeks ago
Our team at Fidelity Co-Operative Bank is seeking a highly skilled and motivated individual to fill the role of Personal Banker. As a Personal Banker, you will play a key role in delivering outstanding customer service and building strong relationships with our valued clients.
Key Responsibilities:
- Provide exceptional customer service in a positive, courteous, and enthusiastic manner to all employees, clients, and the community.
- Contribute to the branch's success by being a team player and supporting the goals of the branch with proactive activities.
- Achieve individual sales/referral goals by consistently expanding the client relationship through quality conversations.
- Utilize the client's relationship profile to uncover additional needs and offer referrals for additional products/services.
- Open new consumer and business accounts, including IRAs, following our sales process, and effectively cross-sell bank products and services.
- Accept and underwrite consumer loans within scope of authority.
- Process all teller transactions efficiently and in accordance with standard operating procedures and bank policies.
- Promote mortgage, consumer, and commercial loan activities.
- Balance teller drawer daily and adhere to our Teller Accuracy Standards Policy.
- Ensure confidentiality of customer information and the security of the branch, following all security policies and procedures.
- Maintain a broad knowledge of all bank products and services.
- Conduct outbound phone calls to clients to deepen relationships.
Requirements:
- High School Diploma and one year customer service or related experience.
- Ability to perform each essential responsibility satisfactorily.
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