What are the responsibilities and job description for the Relationship Banker I position at Fidelity Co-Operative Bank?
Salary Grade: 12R
SUMMARY:
In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Bank’s customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at Fidelity Banking Center location.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
- Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
- Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
- Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
- Safeguards customer trust by upholding duty of customer confidentiality
- Works to develop a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs
- Must comply with all required laws, regulations, policies, and procedures
- Timely completion of all assigned learning activities
- Actively participate in Banking Center meetings and one-on-one coaching sessions
- Participation/volunteerism in community groups and events
- Additional duties as assigned
EDUCATION, CERTIFICATIONS:
- Bachelor's degree preferred
- Eligible for Nationwide Mortgage Licensing System (NMLS) registration
- Eligible for Notary Public commission
KNOWLEDGE, SKILLS & ABILITIES:
- Minimum six months’ cash handling experience preferred
- Minimum six months’ customer service experience
- Prior customer relationship building experience
- Cyber security awareness
- Strong verbal and written communication skills
- Critical thinking, decision making and problem-solving skills
- Must have cyber security awareness to protect the digital environment, the Bank, and customers
COMPETENCIES:
- Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability and Flexibility
- Sales Aptitude
- Eager and Agile Learner