Travel Financial Center Representative - Fidelity Bank
New Orleans, LA 70118
About the Job
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. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states.
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 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!
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/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed.
Position Summary:
The Travel Financial Center Representative is responsible for supporting the supervisor both as a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals.
This position will be required to travel to branches in the New Orleans area.
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 cash handling experience in a financial institution or retail environment
- Proficient in Microsoft Office to include Word, Excel, Outlook, PowerPoint, Teams
- Ability to travel across company footprint as needed
- 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, Social Branding, Knowledge Management
- Developed leadership skills to include Developing Followers, Achieving Results, Implementing the Vision, Strategic Thinking, Leading & Managing Change, Addressing Conflict
- Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence
Preferred Qualifications, Competencies, and Skills:
- Six months of retail banking experience
Essential Duties and Responsibilities:
- Performs teller transactions
- Balances, locates, and reconciles discrepancies in cash drawer as well as end of day balancing procedures
- Opens new accounts and handles client maintenance requests
- Engages in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services
- Provides customer assistance related to banking needs of customers both in-person and over the phone
- Contributes to the financial center’s success by achieving assigned referral goals
- Assists with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
- Assists with mentoring associates
- Reports to a supervisor for approvals when assistance is needed with transactions
- Reports any discrepancies to the supervisor as necessary
- Assists supervisor with maintaining accurate reports
- Assists in maintaining branch appearance standards
- Adheres to all bank policies and procedures
- Consistently exemplifies our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
- Complies with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
- Performs 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 and Affirmative Action Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, disability, protected veteran status, pregnancy-related decisions, or a person’s relationship or association with a protected veteran, including spouses and other family members. 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 or 504-833-4344. 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 New Orleans, LA, 70118.