Travel Financial Center Representative

3 weeks ago

New Orleans, Louisiana, United States Fidelity Bank Full time
Job Description

Fidelity Bank is seeking a highly motivated and customer-focused individual to join our team as a Travel Financial Center Representative. In this role, you will be responsible for providing exceptional client service, operational and audit excellence, while making appropriate referrals.

This position will require travel to branches in the New Orleans area, and you will be working closely with our supervisor to achieve our goals.

We offer a competitive total rewards package, including:

  • Competitive pay based on qualifications and experience
  • Paid Time Off
  • Up to 14 paid holidays annually
  • Comprehensive Medical, Dental, and Vision Insurance
  • Employer Funded Health Savings Account
  • Paid Parental Leave
  • 401(k) with matching contributions
  • Wellness Program to 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
  • Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts

We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Required Qualifications, Competencies, and Skills:

  • GED or High school diploma
  • 1 year cash handling experience in a financial institution or retail environment
  • Proficient in Microsoft Office to include Word, Excel, Outlook, PowerPoint, Teams
  • Ability to travel across company footprint as needed
  • Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization & Planning
  • Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity
  • Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus
  • Developed technology skills to include Technical Acumen, Social Branding, Knowledge Management
  • Developed leadership skills to include Developing Followers, Achieving Results, Implementing the Vision, Strategic Thinking, Leading & Managing Change, Addressing Conflict
  • Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence

Preferred Qualifications, Competencies, and Skills:

  • Six months of retail banking experience

Essential Duties and Responsibilities:

  • Performs teller transactions
  • Balances, locates, and reconciles discrepancies in cash drawer as well as end of day balancing procedures
  • Opens new accounts and handles client maintenance requests
  • Engages in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity's products and services
  • Provides customer assistance related to banking needs of customers both in-person and over the phone
  • Contributes to the financial center's success by achieving assigned referral goals
  • Assists with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
  • Assists with mentoring associates
  • Reports to a supervisor for approvals when assistance is needed with transactions
  • Reports any discrepancies to the supervisor as necessary
  • Assists supervisor with maintaining accurate reports
  • Assists in maintaining branch appearance standards
  • 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 and/or special projects as appointed 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.

  • Travel Financial Center Representative

    3 weeks ago

    New Orleans, Louisiana, United States Fidelity Bank Full time

    Job DescriptionFidelity Bank is seeking a highly motivated and customer-focused Travel Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional client service, operational excellence, and making appropriate referrals.This role requires travel to branches in the New Orleans...

  • Financial Services Representative

    4 weeks ago

    New Orleans, Louisiana, United States Fidelity Bank Full time

    About Fidelity BankFidelity 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 SummaryWe are seeking a highly motivated and customer-focused Travel...

  • Financial Services Professional

    4 weeks ago

    New Orleans, Louisiana, United States Voya Financial Advisors Full time

    Job OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to work with plan sponsors in the greater NOLA area.This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key qualifications include:Registered Representative with...

  • Financial Representative with Sports Background

    4 weeks ago

    New Orleans, Louisiana, United States Habetz Network of Northwestern Mutual Full time

    Financial Representative RoleAs a Financial Representative at The Habetz Network of Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique...

  • Financial Services Representative

    4 weeks ago

    New Orleans, Louisiana, United States Coast Guard Employees Credit Union Full time

    Job OverviewCoast Guard Employees Credit Union is seeking a skilled Financial Services Representative to join our team. As a Loan Specialist, you will play a critical role in guiding members through the loan application process.Key Responsibilities:Guide members through the loan application processPerform financial evaluations and offer tailored loan...

  • Financial Representative with Northwestern Mutual

    3 weeks ago

    New Orleans, Louisiana, United States Habetz Network of Northwestern Mutual Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at the Habetz Network of Northwestern Mutual. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.Key...

  • Financial Services Professional New Orleans

    3 weeks ago

    New Orleans, Louisiana, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater New Orleans area. This position will be responsible for 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars. The ideal candidate will possess the skills necessary to prospect,...

  • Insurance Sales Representative

    3 weeks ago

    New Orleans, Louisiana, United States Lumina Financial Solutions Full time

    Unlock Your Earning PotentialLumina Financial Solutions is seeking ambitious individuals to join our team as Insurance Sales Representatives. As a key player in our organization, you will have the opportunity to build a successful career in the insurance industry, with a focus on protecting families and individuals through various insurance products.Key...

  • In House Sales Representative

    3 weeks ago

    New Orleans, Louisiana, United States Travel + Leisure Co. Full time

    Unlock the World of Vacation OwnershipAt Travel + Leisure Co., our mission is to provide exceptional vacation experiences for millions of travelers worldwide. As an In House Sales Representative, you will play a crucial role in delivering this mission by building rapport with prospective and current owners, articulating the benefits of traveling with Wyndham...

  • RN Call Center Representative

    4 weeks ago

    New Orleans, Louisiana, United States Ochsner Health System Full time

    Job SummaryOchsner Health System is seeking a skilled RN Call Center Representative to join our team. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and support to our patients and families.Key ResponsibilitiesTriage symptom-based calls and provide approved general health information to the...

  • RN Call Center Representative

    4 weeks ago

    New Orleans, Louisiana, United States Ochsner Health System Full time

    Job SummaryWe are seeking a skilled RN Call Center Representative to join our team at Ochsner Health System. In this role, you will be responsible for providing exceptional patient care and support through phone and digital communication.Key ResponsibilitiesTriage symptom-based calls and provide approved general health information to the publicReport results...

  • RN Call Center Representative

    3 weeks ago

    New Orleans, Louisiana, United States Ochsner Health Full time

    Job Summary:Ochsner Health is seeking a skilled RN Call Center Representative to join our team. As a key member of our call center, you will be responsible for providing exceptional patient care and support to our patients and families.Responsibilities: Triage symptom-based calls per approved protocols for patients Report results through EPIC system for...

  • Trust Officer

    3 weeks ago

    New Orleans, Louisiana, United States Argent Financial Group Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Argent Financial Group. As a Trust Officer, you will be responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families.Key ResponsibilitiesDevelop and maintain relationships with clients,...

  • Financial Analyst

    4 weeks ago

    New Orleans, Louisiana, United States Jobot Full time

    Job SummaryAs a Financial Analyst at Jobot, you will be responsible for preparing financial statements, performing monthly closing of sub-ledgers, and inputting journal entries. You will also code receipts and disbursements for input into the general ledger, perform account analysis on general ledger accounts, and process and analyze bank reconciliations....

  • Financial Services Representative

    4 weeks ago

    New Orleans, Louisiana, United States RiverLand Federal Credit Union Full time

    Job SummaryRiverland Federal Credit Union is seeking a skilled Banking Professional to join our Member Services team. The ideal candidate will possess excellent organizational, problem-solving, and communication skills, with a strong focus on delivering exceptional customer service.Key ResponsibilitiesProcess member financial transactions, including...

  • Insurance Sales Professional

    3 weeks ago

    New Orleans, Louisiana, United States MacDonald Financial Solutions Full time

    We are seeking a motivated and results-driven individual to join our team at MacDonald Financial Solutions as a Remote Sales Representative. This is an exciting opportunity to excel in the life insurance world and build a successful book of business.Key Responsibilities:Assess client needs and sell various policies based on client qualifications.Build strong...

  • Outbound Call Center Representative

    3 weeks ago

    New Orleans, Louisiana, United States Luxury Bath Technologies Full time

    Job SummaryLuxury Bath Technologies is seeking a highly motivated and results-driven Outbound Call Center Representative to join our team. As a key member of our sales team, you will be responsible for connecting with customers through our CRM, scheduling and confirming appointments, and consistently demonstrating impeccable customer service and customer...

  • Financial Accountant

    3 weeks ago

    New Orleans, Louisiana, United States Dillard University Full time

    Job SummaryWe are seeking a highly skilled Financial Accountant to join our team at Dillard University. The successful candidate will be responsible for providing financial, accounting, and asset management support to the Accounts Payable and Asset Management areas.Key ResponsibilitiesProcess payments and manage account balancesPrepare checks and vouchers...

  • Automotive Dealership Financial Analyst

    3 weeks ago

    New Orleans, Louisiana, United States EasyCare (APCO) Full time

    Job Title: Automotive Dealership Financial AnalystJob Summary:The Automotive Dealership Financial Analyst will provide sales and expense analyses for all departments. This role is responsible for fairly representing the financial condition of the dealership, developing controls necessary for the proper conduct of the business, and maintaining accurate...

  • Insurance Sales Representative

    3 weeks ago

    New Orleans, Louisiana, United States Catalano Agency LLC Full time

    About Us:Catalano Agency LLC is a proud subsidiary of Globe Life, a renowned insurance company dedicated to protecting families since 1951. We specialize in offering life, accident, and supplemental health products to members of labor unions, credit unions, associations, and their families. Our mission is to provide peace of mind and financial security to...