Financial Services Representative

3 weeks ago


Worcester, Massachusetts, United States Fidelity Co-Operative Bank Full time
Job Description

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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