Customer Service Representative - Level 3

Job Overview

Join Our Hometown Team as a Customer Service Representative – Level 3!

Are you ready to bring your personality, positivity, and people skills to a career that makes a difference? At Fidelity Bank & Trust, we’re more than just a bank—we’re a hometown partner committed to helping our customers and communities thrive.

 

We’re looking for an enthusiastic, customer-focused team player to join us as a Customer Service Representative. In this role, you’ll be at the heart of the action—greeting customers with a smile, assisting with financial solutions, and delivering the kind of outstanding service that keeps hometown lives better every day.

 

What’s in it for you?

 

• A dynamic, supportive team environment
• Opportunities to grow your skills and career in banking
• The chance to make a real impact on our customers and community

 

If you’re motivated, personable, and ready to shine, this could be the opportunity you’ve been waiting for!

What You Will Do:

 

Level 3 - Customer Service Representatives demonstrate the expertise to open both consumer and business retail accounts while confidently cross-selling complementary products that meet customer needs. They bring strong knowledge of beneficial ownership requirements, business entities, and related legal documentation to ensure accuracy and compliance. In addition, they play a key role in mentoring and training fellow staff members, helping to build knowledge and consistency across the team.

 

Customer Service Excellence: Interact with customers in a courteous and professional manner, assisting with transactions, inquiries, and account maintenance.

 

Cash Handling: Accurately and efficiently process various financial transactions, including deposits, withdrawals, and transfers.

 

Product Knowledge: Driven to learn all aspects of retail products. Stay informed about our products and services to effectively educate customers and recommend appropriate solutions to meet their financial needs.

 

Compliance: Adhere to all regulatory and compliance guidelines to ensure the security and confidentiality of customer information.

 

Team Collaboration: Work collaboratively with colleagues to achieve team goals and contribute to a positive work environment.

What You Will Need:

·         Experience as a bank teller, financial account opening or in a financial institution is required.

·         Excellent customer service and communication skills.

·         Proficiency in handling cash and conducting financial transactions.

·         Ability to work in a fast-paced environment with attention to detail and accuracy.

·         Familiarity with Microsoft Office Suite.

 

Why Join Us at Fidelity Bank & Trust:

 

Growth That Inspires – Unlock your potential with professional development, training, and clear pathways for advancement.

Team Spirit – Thrive in a supportive, collaborative workplace where teamwork and shared success are part of everyday life.

Valuable Benefits – Enjoy a competitive benefits package designed to support your well-being, inside and outside of work.

Forward-Thinking Culture – Join a bank that embraces innovation, adapts to change, and stays ahead in a fast-moving financial world.