Fidelity Bank LA · 3 months ago
Financial Center Representative
Baton Rouge, LA
Full-time
Onsite
Entry Level
1+ years expFidelity Bank LA is committed to creating a better future through accountability and integrity, serving communities since 1908. They are seeking a Financial Center Representative responsible for providing exceptional client service as both a Banker and Teller, while ensuring operational excellence and making appropriate referrals.
BankingFinancial Services
Responsibilities
Perform teller transactions
Responsible for balancing, locating and reconciling discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary
Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
Open new accounts and handles client maintenance requests
Contribute to the financial center’s success by achieving assigned referral goals
Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services
Report to a supervisor for approvals when assistance is needed with transactions
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
Qualification
Required
GED or High school diploma
1 year cash handling experience in a financial institution or retail environment
Ability to travel across company footprint as needed
Proficient in Microsoft Office Suite to include Word, Outlook, Teams
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, Knowledge Management
Developed leadership skills to include Developing Followers, Achieving Results
Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence
Preferred
6 months of retail banking experience
High-volume cash handling experience
Proficient in Microsoft Office Suite to include Excel, PowerPoint
Benefits
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
Retail branch locations are closed on Saturdays!
Company
Fidelity Bank LA
Fidelity Bank is a bank providing banking, commercial lending, and mortgage loan services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Madison Burris
Director of Community Partners
Company data provided by crunchbase