Personal Banker (Part Time): Mount Bethel Position Available In Northampton, Pennsylvania

Personal Banker (Part Time): Mount Bethel 3.4 3.4 out of 5 stars 2118 N Delaware Dr, Mount Bethel, PA 18343

Who We Are:

Founded in 1902, Fidelity Bank has grown to meet the expanding financial needs of the communities it serves. Recognized both regionally and nationally for its exceptional client experiences, Fidelity Bank is an industry leader, embracing technology and continuously adding new products to best serve its clients. Why Work at Fidelity? For over 10 years, Fidelity Bank has been ranked as one of the area’s best banks by local and national publications. In addition, we have also been recognized as one of the best places to work! Part of our vision is to be the best bank for the community. In 2024, our bankers served over 4,100 hours of volunteer time and donated over $1.6 million to non-profit organizations within our markets. We are looking to hire top talent that will join our efforts to serve our community partners.

Job Description:

Responsible for performing a variety of duties to support the customer sales and service functions of a branch sales office; performs clients transactions, coordinating work within the branch sales office, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Responsible for performing the dual duties of this role based upon the needs of the branch and the customer volume, which will vary as service needs dictate. Essential Duties 1. Performs a variety of duties to support the customer sales and service functions of a branch through consultative and engaged interaction as a Trusted Financial Advisor of which the following are illustrative: a. Provides a passionate and engaging experience to all customers, both internal and external, and at all touchpoints, through committed execution of the Fidelity Model Experience and commitment to the Core Values of the organization. b. Identifies the financial needs of the customer at the transaction window, platform desk, or in the lobby by engaging in meaningful conversations; c. Makes recommendations of appropriate products and services and provides solutions to assist in achieving the customer’s financial goals, including counselling customers about improving their credit, through consultative conversations based on the client’s needs and life cycle. d. Assists in achieving goals from acquisition of new customers, growth of our existing customers and continued retention. e. Provides direct service to customers with respect to deposit products and services; completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc. f. Builds and strengthens relationships with present customers in order to recognize additional cross-selling opportunities through a holistic analysis of client’s financial portfolio; requests referrals from customers to enhance the bank’s client base. g. Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities. h. Assists in achieving all sales and service initiatives within the branch sales office’s annual marketing and sales plan. Gains in depth knowledge of the different banking channels and promotes opportunities to introduce the multichannel customer to these capabilities, i.e. 132 Onboarding, HP calls, e-mail correspondences. Demonstrates a strong understanding of bank technology to aid in the customer experience. i. Performs a variety of transactions and tasks including but not limited to: accepting deposits, cashing checks within approved authority and operating policy, accepting payments, processing night and mail deposits, performing other transactions as may be presented, preparing daily settlement and proof of cash transactions, maintaining approved levels of cash, balancing drawer, performing duties relating to coin machine and ATM, maintaining supplies in branch, preparing branch reports, and performing other branch related transactional, maintenance and compliance related duties as required, etc. j. Ensures error free and accurate completion of all customer needs including; account openings, loan application, servicing requests, loan closing, and routine bank transactions. k. Provides help to customers with specific inquiries or service problems. l. Provides and maintains customer service information through CRM tool on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports. 2. Coordinates specific work tasks with other personnel within the branch; takes initiative to ensure that branch appearance standards are achieved; participates in lobby management; coordinates with service partners in order to ensure the smooth and efficient flow of information. 3. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place. 4. Ensures understanding of the company’s policies and procedures pertaining to compliance. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s complies with all regulatory requirements, e.g. HMDA Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.; completes all necessary compliance training provided. 5. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel. 6. Responds to inquiries relating to his/her particular area, or to requests from customers, other Bank personnel, etc., within given time frames and within established policy. 7. Completes all necessary training for his/her job function; engages in opportunities for enhancing knowledge of the position and pursuing career development.