Financial Center Representative

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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.

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. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states.

• 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 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

The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals. 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.

• 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

• 6 months of retail banking experience
• High-volume cash handling experience
• Proficient in Microsoft Office Suite to include Excel, Power Point

• 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…