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Financial Services Representative

1 month ago

New Orleans, Louisiana, United States Fidelity Bank Full time
About Fidelity Bank

Fidelity Bank is a community-focused financial institution dedicated to making a difference in the lives of our customers and employees. Our mission is to provide exceptional financial services and support to individuals and businesses in the communities we serve.

Job Summary

We are seeking a highly motivated and customer-focused Travel Financial Center Representative to join our team. As a Travel Financial Center Representative, you will be responsible for providing exceptional customer service, operational excellence, and making referrals to support the growth and success of our customers.

Key Responsibilities
  • Provide exceptional customer service to customers in a fast-paced, dynamic environment
  • Operate a cash handling system, manage cash, and maintain accurate records
  • Make referrals to support the growth and success of our customers
  • Travel to branches in the New Orleans area as needed
  • Meet or exceed sales and customer service goals
Requirements
  • High school diploma or equivalent required
  • 1 year of cash handling experience in a financial institution or retail environment
  • Proficient in Microsoft Office, including Word, Excel, Outlook, PowerPoint, and Teams
  • Ability to travel across the company footprint as needed
  • Developed cognitive skills, including problem-solving, judgment, decision-making, organization, and planning
  • Developed intrapersonal skills, including ambition, follow-through, optimism, tenacity
  • Developed interpersonal skills, including communication, resilience, balance, collaboration, and client focus
  • Developed technology skills, including technical acumen, social branding, knowledge management
  • Developed leadership skills, including developing followers, achieving results, implementing the vision, strategic thinking, leading and managing change, and addressing conflict
  • Developed sales skills, including questioning, knowledge, sales drive, prospecting, and presence
Preferred Qualifications
  • Six months of retail banking experience

We offer a competitive total rewards package, including competitive pay, paid time off, paid holidays, comprehensive medical, dental, and vision insurance, employer-funded health savings account, paid parental leave, 401(k) with matching contributions, wellness program, 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, employee assistance program, opportunities for training and career development, gym discounts, Verizon Wireless discounts, Tickets At Work discounts, and more.

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