JOB TITLE: - The Fidelity Bank



|JOB TITLE: |CSR |JOB GRADE: |C13 or M2 |FLSA: |Exempt or |

| | | | | |Non-Exempt |

|BRANCH/ |Branch |REPORTS TO: |Branch Manager |REV. DATE: |01/06 |

|DEPT: | | | | | |

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|SUMMARY: |

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|Assists with achieving branch growth and profitability goals by effectively implementing branch’s marketing and business development plan; providing |

|information pertaining to products and services; providing quality customer service. The incumbent is often the first contact with the customer and plays |

|a major role in the sale of retail products and services. This is primarily an in-house sales position, with high customer contact. Focus is on all |

|deposit products, retail credit products, and fee-based services. |

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|REQUIREMENTS: |

|High School diploma or equivalent |

|3 years banking experience or equivalent experience in a customer service /sales environment. |

|In-depth knowledge of branch operations, Bank policy & procedures, including the teller and customer service functions. |

|General knowledge of retail and commercial credit products so as to make quality referrals. |

|Strong selling, referral, and service skills to effectively sell Bank products. |

|Ability to influence, motivate, and coach others through knowledge of bank operations. |

|Possess strong communication skills. |

|Ability to identify, think through, and solve problems accurately and efficiently. |

|Possess strong decision making skills. |

|Ability to handle confidential and proprietary information. |

|Must have effective computer skills. |

|Must maintain a friendly, courteous and professional demeanor. |

|Partner closely with the Branch Manager to ensure a positive work environment. |

|Promote team work within the Branch. |

|Serve as Branch Manager’s primary assistant. |

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|PRINCIPLE ACCOUNTABILITIES: |

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|SALES/SERVICE |

|Open new accounts, service existing customers and answer customer inquiries. |

|Assist customers in a professional manner. |

|Serve as a back up for the teller line when necessary in order to provide quality customer service. |

|Continually strive to create profitable business through pro-active cross selling and relationship enhancement. |

|Cross sell deposit and credit products / services to existing and new customers by recognizing customer needs: |

|Maintain current knowledge of all Bank products / services |

|Discuss products with customers using appropriate listening and questioning skills. |

|Describe how products meet needs |

|Advise which product best match needs. |

|Sell additional products based on customer needs |

|Strive to enhance each customer relationship |

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|Promote sales of Bank products and services through team work. |

|Assist Branch Manager with weekly sales meetings. |

|Meet production and performance goals as assigned by Branch Manager. |

|Assist tellers with decision making skills. |

|Approve checks and transactions as authorized. |

|Plan, organize, and oversee the activities of the Branch to ensure all transactions are completed in an accurate and timely manner. |

|Facilitate customer retention program through outbound letters and calls. Involve the tellers in this process. |

|Continually strive to create profitable business through selling. |

|Represent the Bank within the community by developing and promoting additional business. |

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|OPERATIONS |

|Performs various office duties as assigned and adhere to all Bank policies and procedures. |

|Perform operational duties as assigned by Branch Manager. |

|Delegate operational duties to tellers as needed. |

|Strive for a satisfactory audit rating. |

|Review all documentation pertaining to the Bank’s internal controls. |

|Serve as the Internal Control coordinator. |

|Ensure that all Internal Controls are completed accurately and timely manner. |

|The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not |

|intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. |

|Affirmative Action/Equal Opportunity Employer |

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