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Customer Engagement Representative

2 months ago

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

At Fidelity Bank, we are dedicated to fostering a brighter future through our commitment to integrity and accountability within our communities. Since our inception in 1908, we have upheld a legacy of core values and a steadfast dedication to the communities we serve. We take pride in our community-oriented and collaborative work environment, where we invest in our employees to ensure their success.

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

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

  • Competitive compensation based on role, qualifications, experience, and skillset
  • 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 lower health insurance premiums
  • Discounted banking and mortgage services
  • Basic Life Insurance and AD&D
  • Tuition Reimbursement Plan
  • Employee Referral Program
  • Volunteer Opportunities
  • Employee Assistance Fund (subject to IRS guidelines)
  • Employee Assistance Program
  • Training and career development opportunities
  • Discounts on gym memberships, Verizon Wireless, and Tickets At Work
  • Branches are closed on Saturdays

Note that the benefits listed are for informational purposes only. Additional 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 Services Associate plays a vital role in supporting the supervisor as both a Banker and Teller, delivering exceptional client service and ensuring operational and audit excellence while making suitable 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, Skills, and Competencies:

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

Preferred Qualifications, Skills, and Competencies:

  • At least six months 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 offerings
  • Provides assistance to customers regarding their banking needs
  • Contributes to the financial center's success by meeting assigned referral goals
  • Assists in 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 transaction approvals when necessary
  • Reports discrepancies to the supervisor as needed and participates in end-of-day balancing procedures
  • Delivers customer service using effective telephone communication
  • Assists the supervisor in maintaining accurate reports
  • Helps uphold branch appearance standards
  • Works collaboratively and harmoniously with team members
  • 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 capability
  • 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.