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Fidelity Bank, NA

Universal Banker

Career Insights for Personal Banker

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$69,460 / year median in Kansas

-5% projected decline

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Job Description

UNIVERSAL BANKER
Job Overview:
As the face of Fidelity to our customers, you'll build relationships by positively representing our products, solutions and legacy of service. You'll work in a team environment to engage customers and deliver an exceptional experience at all touch points. At Fidelity, we seek to deliver a level of service unsurpassed by any bank, anywhere, any size. Ready to represent a customer-oriented, community-focused organization? Let's talk. The candidate for this position will be responsible for: Providing outstanding customer service Referring products that provide a better banking experience for our customers Demonstrating knowledge of Fidelity's products and services Seeking sales opportunities through customer relationships and conversations Recommending Bank products and services to customers using the Teller Pod technology to conduct a variety of day-to-day transactions Approaching, greeting and welcoming customers into the branch Establishing relationships while understanding customers' needs by asking appropriate questions and recommending solutions to strengthen customers' financial well-being Fostering teamwork across all areas of the Bank Engaging customers and delivering an exceptional customer experience at all touch points and customer zones within the branch Maintaining strict standards of confidentiality and performing duties in a manner that supports Fidelity Bank's core values Requirements for the position include: A high school diploma or equivalent Minimum two years' experience with the public/customers Minimum one year of sales experience Demonstrated ability to deliver customer service and be a team player with the ability to comfortably move into different roles throughout the work day Strong written, verbal communication skills and cash handling experience Preferred qualifications for this position include: One year of supervisory experience preferred Previous banking or financial services experiences EEO/Veterans/Disabled Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.