Financial Center Representative

Overview

Position:
Financial Center Representative (Banking/ Teller) – Non-exempt. This role is responsible for performing as both a Banker and Teller, delivering exceptional client service, ensuring operational and audit excellence, and making appropriate referrals. This position is located in New Orleans, LA.

• Perform teller transactions and balance, locate, and reconcile cash drawers, including end-of-day balancing procedures and reporting discrepancies to the supervisor as necessary.
• Assist with balancing, locating, and reconciling vault and ATM transactions, as well as incoming and outgoing money shipments.
• Open new accounts and handle 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 in person and over the phone.
• Assist the supervisor with maintaining accurate reports and branch appearance standards.
• Assist with mentoring associates and adhere to all bank policies and procedures.
• Comply with regulatory rules and regulations evidenced through 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.

• Required:
  
  GED or High School diploma.
• 1 year cash handling experience in a financial institution or retail environment.
• Ability to travel across the company footprint as needed.
• Proficient in Microsoft Office Suite (Word, Outlook, Teams).
• Developed cognitive, intrapersonal, interpersonal, technology, leadership, and sales skills as outlined (problem solving, judgment, communication, etc.).

• 6 months of retail banking experience.
• High-volume cash handling experience.
• Proficient in Microsoft Office Suite (Excel, PowerPoint).

• Perform teller transactions and manage cash reconciliation.
• Open new accounts and handle client maintenance requests.
• Engage with clients to build relationships and promote Fidelity products and services.
• Report discrepancies and assist with branch operational tasks.
• Maintain branch appearance and assist with mentoring associates.
• Adhere to all bank policies and procedures and core values (Integrity, Community, Dependability, Excellence, Longevity, Accountability).
• Comply with regulatory rules and regulations; complete required training.
• Other duties or projects as assigned by management.

• Competitive pay based on position, qualifications, 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
• Tution Reimbursement Plan
• Associate Referral Program;
  Associate Volunteer Program
• Employee Assistance Fund and Employee Assistance Program
• Opportunities for training and career development
• Discounts (Gym, Verizon Wireless, Tickets At Work)

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 laws. Fidelity promotes a drug-free workplace.

If you require an accommodation to submit your application, please email talentma or call . All information provided will be kept confidential and will be used only to provide the needed reasonable accommodation.

This position is located in New Orleans, LA, 70130.