Banking Professional

2 weeks ago


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

Fidelity Co-Operative Bank is seeking a highly skilled Personal Banker to join our team. As a Personal Banker, you will play a key role in delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide outstanding 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 Life Design 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 Fidelity 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 ensure 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 our clients to deepen relationships.
Requirements

To be successful in this role, you will need:

  • A High School Diploma and one year of customer service or related experience.
  • Strong communication and interpersonal skills.
  • The ability to work in a fast-paced environment and meet sales goals.
  • A strong understanding of banking products and services.


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