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This position is located in Mandeville, LA, 70448.
Fidelity Bank is looking for competitive, self reliant, energetic individuals that are driven to succeed. If you want to make a difference, have strong selling skills and take pride in finding the right product to service your customers, then this opportunity may be the right choice for you.
The Financial Center Specialist 1 is responsible for supporting the supervisor in providing exceptional client service, operational and audit excellence, while attracting new clients and cross selling loans, deposits, and other bank products and services as needed.
This position will be required to travel to branches in the Northshore area.
Required:
- GED or High school diploma.
- Previous Cross-Selling and Sales experience.
- Ability to effectively cross-sell and work with other lines of business.
- Excellent written, verbal and interpersonal communication skills; ability to operate standard office equipment such as calculators and PC's.
- Must be able to travel to other locations as needed.
- Must be available to work on Saturdays.
- Must be able to achieve SAFE Mortgage Licensing Act/NMLS.
- Must be able to achieve sales/marketing financial goals as set forth by management.
- Must be able to lift 25lbs.
Preferred:
- Bachelor's degree in a related business field. Four years of related experience can be substituted for the degree
- One or more years of retail banking experience.
- Satisfactory completion of an in-house training program or other approved training program.
- Excellent knowledge of all retail financial institution products and services.
- Experience in other banking functions, such as bank sales, operations, and customer service.
Specific Job Functions:
- Assumes the responsibilities of the supervisor in their absence.
- Contributes to all financial center goals.
- Engages in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity's products and services.
- Opens new deposit accounts and processes consumer loan applications.
- Performs teller duties as necessary to maintain efficient customer service standards.
- Assists with mentoring associates
- Maintains knowledge of all Fidelity's products and services.
- Assists in vault responsibilities as needed.
- Makes phone calls to clients and prospects.
- Adheres to all bank policies and procedures.
- Complies with regulatory rules and regulations, evidenced through successful completion of training and demonstrated ability.
- Performs other duties as appointed by management.
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, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
NOLA Lending Group, a division of Fidelity Bank, provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran or disabled status.