Financial Center Specialist 1

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. 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.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. 

Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:

• Competitive pay based on the position, qualifications, relevant experience, and skillset
• 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 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
• Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. 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.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary:

The Financial Center Specialist 1 is responsible for providing exceptional client service, operational and audit excellence, while attracting new clients and cross selling loans, deposits, and other bank products and services.

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

This position may be filled at a lower or higher level depending on the candidate’s qualifications and relevant experience.

Required Qualifications, Competencies, and Skills:

• GED or High school diploma
• 1 year of retail banking experience
• Previous cross-selling and sales experience
• Ability to travel across company footprint as needed
• Ability to obtain registration with the Nationwide Mortgage Licensing System and Registry (NMLS)
• Ability to achieve sales goals as set forth by management
• Ensure branch operational soundness and achieve satisfactory audit results
• Proficient in Microsoft Office Suite to include Word, Outlook, Teams
• Developed cognitive skills to include Judgement, Organization & Planning, Decision-Making, Problem Solving, Innovation
• Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Development, Tenacity
• Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Client Focus, Versatility, Resilience & Balance, Collaboration
• Developed technology skills to include Social Branding, Technical Acumen, Knowledge Management
• Developed leadership skills to include Developing Followers, Achieving Results, Implementing the Vision
• Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting

Preferred Qualifications, Competencies, and Skills:

• Bachelor’s degree in a related business field or 4 years of related experience
• Excellent knowledge of all retail financial institution products and services
• Experience in other banking functions, such as bank sales, operations, and customer service
• Proficient in Microsoft Office Suite to include Excel, PowerPoint

Essential Duties and Responsibilities:

• Assist with supervisory responsibilities in the manager’s absence
• Contribute to the financial center’s success by achieving assigned goals
• Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services
• Open new deposit accounts and process consumer loan applications
• Perform teller duties as necessary to maintain efficient customer service standards
• Maintain knowledge of all Fidelity’s products and services
• Assist in vault responsibilities as needed
• Make calls to current clients and prospects to enhance current relationships and build new business
• Provide customer assistance related to banking needs both in-person and over the phone
• Assist supervisor with maintaining accurate reports
• Report any discrepancies to the supervisor as necessary 
• Assist in maintaining branch appearance standards
• Assist with mentoring associates
• Adhere to all bank policies and procedures
• Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
• Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
• Perform 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 Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.

If you require an accommodation to submit your application for an open position, please send an email request to talentmanagement@bankwithfidelity.com or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

For assistance or questions regarding the recruitment process, please email talentmanagement@bankwithfidelity.com.

This position is located in Metairie, LA, 70005.