Financial Center Specialist 1 - Fidelity Bank
Covington, LA 70433
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 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 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
- Previous Cross-Selling and Sales experience
- Ability to travel across company footprint as needed
- Must be able to achieve SAFE Mortgage Licensing Act/NMLS
- Must be able to achieve sales/marketing financial goals as set forth by management
- Developed cognitive skills to include Judgement, Organization & Planning, Decision-Making, Problem Solving, Innovation
- Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Development, Tenacity
- Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Client Focus, Versatility, Resilience & Balance, Collaboration
- Developed technology skills to include Social Branding, Technical Acumen, Knowledge Management
- Developed leadership skills to include Developing Followers, Achieving Results, Implementing the Vision, Leading Teams, Addressing Conflict, Leading & Managing Change
- Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting
Preferred Qualifications, Competencies, and Skills:
- Bachelor’s degree in a related business field or 4 years of related experience
- 1 year of retail banking experience.
- Excellent knowledge of all retail financial institution products and services
- Experience in other banking functions, such as bank sales, operations, and customer service
Essential Duties and Responsibilities:
- 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
- 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 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 Covington, LA, 70433.