Client Service Associate

2 weeks ago

Slidell, Louisiana, United States Fidelity Bank Full time
Position Overview

At Fidelity Bank, we are dedicated to fostering a brighter future through accountability and integrity, both with our clients and within our communities. Established in 1908, our legacy is built on enduring values and a steadfast commitment to the communities we serve. We take pride in our community-focused and collaborative work culture, investing in our associates to ensure their success within the organization.

Fidelity Bank, based in New Orleans, Louisiana, is committed to making a positive impact by living our mission of "Here for Good," assisting families and businesses to thrive in the communities we serve. Our mortgage division, NOLA Lending Group, excels in providing residential home financing solutions across 46 states.

We promote a culture that values work/life balance for all associates. Our competitive total rewards package for eligible associates includes:

  • Competitive compensation based on the role, qualifications, relevant experience, and skill set
  • Paid Time Off
  • Up to 14 paid holidays each year
  • Comprehensive Medical, Dental, and Vision Insurance
  • Employer Funded Health Savings Account
  • Paid Parental Leave
  • 401(k) with matching contributions
  • Wellness Program to help reduce health insurance premiums
  • Free or discounted banking and mortgage services
  • Basic Life Insurance and AD&D
  • Tuition Reimbursement Plan
  • Associate Referral Program
  • Associate Volunteer Program
  • Employee Assistance Fund (subject to IRS guidelines)
  • Employee Assistance Program
  • Opportunities for training and career development
  • Discounts on gym memberships, Verizon Wireless, and Tickets At Work
  • Retail branch locations are closed on Saturdays

Please note that the benefits listing is for informational purposes. Further details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Role Summary:

The Client Service Associate is tasked with supporting the supervisor in both banking and teller functions, delivering exceptional client service, operational excellence, and audit compliance while making appropriate referrals.

This position is classified as non-exempt under the Fair Labor Standards Act and is eligible for overtime compensation.

This role may be filled at a different level based on the candidate's qualifications and relevant experience.

Required Qualifications, Competencies, and Skills:

  • GED or High School Diploma
  • At least 1 year of cash handling experience in a financial institution or retail setting
  • Ability to cross-sell services
  • Strong interpersonal communication and computer skills; proficiency in operating standard office equipment such as calculators and PCs
  • Exceptional customer service skills
  • Ability to collaborate effectively with other business lines
  • Willingness to travel to other locations as necessary
  • Ability to lift up to 25 lbs

Preferred Qualifications, Competencies, and Skills:

  • Six months or more of experience in retail banking

Key Responsibilities:

  • Conducts teller transactions
  • Balances, locates, and reconciles discrepancies in cash drawers
  • Opens new accounts and manages client maintenance requests
  • Engages in consultative discussions with clients to build relationships, cross-sell, and promote Fidelity's products and services
  • Provides assistance to customers regarding their banking needs
  • Contributes to the financial center's success by achieving assigned referral goals
  • Assists with balancing, locating, and reconciling vault and ATM transactions, as well as managing incoming and outgoing money shipments
  • Mentors junior associates
  • Reports to a supervisor for approvals when assistance is needed with transactions
  • Reports any discrepancies to the supervisor as necessary and participates in end-of-day balancing procedures
  • Provides customer service using effective telephone skills
  • Assists the supervisor in maintaining accurate reports
  • Helps maintain branch appearance standards
  • Works effectively and harmoniously with colleagues
  • Adheres to all bank policies and procedures
  • Consistently exemplifies our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
  • Complies with regulatory rules and regulations, evidenced through successful completion of training and demonstrated ability
  • Performs other duties as assigned by management
  • Physical Requirements: primarily sitting with some standing, walking, lifting, and bending

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, gender expression, national origin, disability, protected veteran status, pregnancy-related decisions, or a person's relationship or association with a protected veteran, including spouses and other family members. Fidelity promotes a drug-free workplace.

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