2 Travel Financial Center Specialist 1 Jobs in Mandeville, LA
Fidelity Bank LA is Hiring a Travel Financial Center Specialist 1 Near Mandeville, LA
Fidelity Bank is looking for competitive, self reliant, energetic individuals that are driven to succeed. If you want to make a difference, have strong selling skills and take pride in finding the right product to service your customers, then this opportunity may be the right choice for you.
The Financial Center Specialist 1 is responsible for supporting the supervisor in providing exceptional client service, operational and audit excellence, while attracting new clients and cross selling loans, deposits, and other bank products and services as needed.
This position will be required to travel to branches in the Northshore area.
Required:
- GED or High school diploma.
- Previous Cross-Selling and Sales experience.
- Ability to effectively cross-sell and work with other lines of business.
- Excellent written, verbal and interpersonal communication skills; ability to operate standard office equipment such as calculators and PC’s.
- Must be able to travel to other locations as needed.
- Must be available to work on Saturdays.
- Must be able to achieve SAFE Mortgage Licensing Act/NMLS.
- Must be able to achieve sales/marketing financial goals as set forth by management.
- Must be able to lift 25lbs.
- Bachelor’s degree in a related business field. Four years of related experience can be substituted for the degree
- One or more years of retail banking experience.
- Satisfactory completion of an in-house training program or other approved training program.
- Excellent knowledge of all retail financial institution products and services.
- Experience in other banking functions, such as bank sales, operations, and customer service.
- Assumes the responsibilities of the supervisor in their absence.
- Contributes to all financial center goals.
- Engages in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services.
- Opens new deposit accounts and processes consumer loan applications.
- Performs teller duties as necessary to maintain efficient customer service standards.
- Assists with mentoring associates
- Maintains knowledge of all Fidelity’s products and services.
- Assists in vault responsibilities as needed.
- Makes phone calls to clients and prospects.
- Adheres to all bank policies and procedures.
- Complies with regulatory rules and regulations, evidenced through successful completion of training and demonstrated ability.
- Performs other duties as appointed by management.
Job Summary
Full Time
Lending & Credit
$33k-42k (estimate)
05/20/2024
07/13/2024
bankwithfidelity.com
METAIRIE, LA
200 - 500
1908
BOYD BOUDREAUX
$50M - $200M
Lending & Credit
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About Fidelity Bank LA
Fidelity Bank has been lending a helping hand for 110 years. At Fidelity, our mission is HERE FOR GOOD. We seek to continually improve and enhance our rich heritage of over 100 years. Here for Good means helping families and businesses thrive in the communities we serve. We have helped to build the communities we live in and made the dream of homeownership possible for countless clients. Over time, we have expanded our services to become a full-service financial institution offering personal and business checking, savings and loan products. Fidelity Bank is committed to delivering World Class ...Client Service via our 18 branch locations and our online and mobile banking experience. We provide our clients the convenience to do their banking in the manner that best fits their lifestyle. At Fidelity Bank, we value social media as an avenue to communicate with our community. Representatives of Fidelity Bank monitor our social media outlet(s) during regular banking hours and will do our best to reply to comments in a timely manner. Fidelity Bank asks that participants treat each other with respect when interacting. Fidelity Bank reserves the right to remove any posts deemed inappropriate. We strive to provide customers with interesting banking news and relevant articles; however, this does not constitute financial advice. If you have specific questions, we encourage you to make an appointment with one of our personal bankers. If you are a current Fidelity Bank customer, you should never post personal information relating to your account(s) with Fidelity Bank. Posts including information that could potentially jeopardize the security of your account(s) with Fidelity Bank will be removed. If you are a current Fidelity Bank customer and require assistance specific to your personal account(s), please call 1.800.220.2497, log in to your account online or visit us at the branch nearest you to speak to a Fidelity Bank representative in person.
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