OTHER

FEED

UNKNOWN

Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.

YEAR

Overview:
<div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><b>ACCOUNT OFFICER SENIOR</b></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">WHAT IS THE OPPORTUNITY?</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Sr Account Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients.</div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">WHAT WILL YOU DO?</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><ul><li>Primary contact with clients/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support. Responsible for the operational integrity of the assigned area of responsibility. </li><li>Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clients/prospects. </li><li>Follows through with executing on relationship plans designed by the Relationship Manager strategies for those clients they manage. </li><li>Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to assist in operations areas. Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing profitable clients. </li><li>Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach. </li><li>Analyzes client needs in order to cross-sell a wide variety of Bank services. Directs clients to appropriate area within the Bank or to a Relationship Manager. Maintains complete knowledge of all banking products and services including technical proficiency with product utilization. With an emphasis on Treasury and Deposit products, </li><li>Develops new business through referrals and existing clients. Participates in client call program either independently or with Relationship Manager. Prepares call reports for management. </li><li>Provides assistance and coverage for all operations-related activity within the department. Reviews and processes deposits. Approves checks for cashing. Prepares outgoing wire transfers. Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc. </li><li>Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority. Approves deposits, transfers, overdrafts, and waivers of fees within specified authority limit. </li><li>Maintains up-to-date knowledge of account activity by reviewing various reports (e.g., rejects, overdraft reports, large item reports, float reports, etc.) on a regular basis. Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank. </li><li>May performs business site inspection for verification purposes. </li></ul></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">WHAT DO YOU NEED TO SUCCEED?<br/></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><b>Required Qualifications*</b><ul><li> Minimum 4 years experience in client service, banking operations or relationship management support required. </li><li> Minimum 4 years experience in a banking or financial services environment required. </li><li> Minimum 4 years of experience with bank products and services (e.g. deposits, Treasury Services, international, etc.) required </li></ul><div></div><div></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><b>WHAT'S IN IT FOR YOU?</b></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><b>Compensation</b><div>Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><b>Benefits and Perks</b></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>Generous 401(k) company matching contribution</li><li>Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>Valued Time Away benefits including vacation, sick and volunteer time</li><li>Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>Career Mobility support from a dedicated recruitment team</li><li>Colleague Resource Groups to support networking and community engagement</li></ul><div></div><div>Get a more detailed look at our <a href="https://careers.cnb.com/benefits" rel="nofollow"><u>Benefits and Perks</u></a>.</div></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">ABOUT US</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at <a href="https://www.cnb.com/about-us.html" rel="nofollow"><u>About Us</u></a>.</div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px"><b>INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</b></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;border-style:none;border-color:transparent;border-width:1px;margin-left:0px;margin-top:0px;margin-right:0px;margin-bottom:0px">City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.<br/><br/>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.<br/><br/>*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.<br/><br/>Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.</div></div>

City National Bank

Senior Client Service Associate (Middle Market Banking)

Banking Operations

Banking Services

Business Development

Business Operations

Community Support

Corporate Banking

Cross-Selling

Customer Relations

Customer Service Operations

Customer Support/Service

Customer/Client Research

Dental Insurance

Entrepreneurship

Financial Services

Health Plan

Identify Issues

Network Support

Operational Support

Problem Solving Skills

Relationship Management

Reporting Skills

Resolve Customer Issues

Resource Utilization

Sales Management

Sales Qualification

Team Player

Time Management

Treasury

Vision Plan

[AW]-iCims

Overview:
<div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent"><strong>CLIENT SERVICE ASSOCIATE II</strong></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent"> </div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT IS THE OPPORTUNITY?</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent">This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients.</div><p> </p><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT WILL YOU DO?</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent"><ul><li>Primary contact with clients/prospects for day-to-day operational needs, providing proactive, collaborative and consultative support. Responsible for the operational integrity of the assigned area of responsibility.</li><li>Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clients/prospects.</li><li>Follows through with executing on relationship plans designed by the Relationship Manager strategies for those clients they manage.</li><li>Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to assist in operations areas. Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing profitable clients.</li><li>Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach.</li><li>Analyzes client needs in order to cross-sell a wide variety of Bank services. Directs clients to appropriate area within the Bank or to a Relationship Manager. Maintains complete knowledge of all banking products and services including technical proficiency with product utilization. With an emphasis on Treasury and Deposit products,</li><li>Develops new business through referrals and existing clients. Participates in client call program either independently or with Relationship Manager. Prepares call reports for management.</li><li>Provides assistance and coverage for all operations-related activity within the department. Reviews and processes deposits. Approves checks for cashing. Prepares outgoing wire transfers. Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc.</li><li>Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority. Approves deposits, transfers, overdrafts, and waivers of fees within specified authority limit.</li><li>Maintains up-to-date knowledge of account activity by reviewing various reports (e.g., rejects, overdraft reports, large item reports, float reports, etc.) on a regular basis. Identifies potential problems and takes appropriate action necessary to avoid financial loss to the Bank.</li><li>May performs business site inspection for verification purposes.</li></ul></div><p> </p><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT DO YOU NEED TO SUCCEED?</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent"><strong>Required Qualifications*</strong><ul><li>Minimum 3 years experience in client service, banking operations or relationship management support required.</li><li>Minimum 3 years experience in a banking or financial services environment required.</li><li>Minimum 3 years of experience with bank products and services (e.g. deposits, Treasury Services, international, etc.) required.</li></ul><div> </div><div> </div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent"><strong>WHAT'S IN IT FOR YOU?</strong></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent"><strong>Compensation</strong><div>Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent"><strong>Benefits and Perks</strong></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent">At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>Generous 401(k) company matching contribution</li><li>Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>Valued Time Away benefits including vacation, sick and volunteer time</li><li>Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>Career Mobility support from a dedicated recruitment team</li><li>Colleague Resource Groups to support networking and community engagement</li></ul><div> </div><div>Get a more detailed look at our <a href="https://careers.cnb.com/benefits" rel="nofollow"><u>Benefits and Perks</u></a>.</div></div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">ABOUT US</div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent">Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at <a href="https://www.cnb.com/about-us.html" rel="nofollow"><u>About Us</u></a>.</div><br/><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent"><strong>INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</strong></div><div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;text-align:left;margin:0px;border:1px none transparent">City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.<br/><br/>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.<br/><br/>*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.<br/><br/>Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.</div></div>

Client Service Associate (Commercial Banking)

Commercial Banking

Knowledge/experience with: Five9, Zelle CST, Helix2, HORIZON, Partner Care, Digital Insight, Cash Edge, Teller NOW, FASTLINE, Image Centre, Consumer Online Banking, Online Bill Pay, Business Online Banking Services, Mobile App, Intuit Partner Care, Digital Insight Management Console, COMPASS, Fidelity AdvantEDGE Remote Deposit Capture access troubleshooting. The Client Experience Specialist 2 is responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships through account servicing and maintenance requests, teller transactions, problem resolution, and other transactional needs.

<p>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.</p><p class="MsoNormal">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. </p><p class="MsoNormal">Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:</p><ul style="margin-top:0in"><li class="MsoNormal" style="margin-bottom:0in"><p>Competitive pay based on the position, qualifications, relevant experience, and skillset</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Paid Time Off</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Up to 14 paid holidays annually</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Comprehensive Medical, Dental, and Vision Insurance</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Employer Funded Health Savings Account</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Paid Parental Leave</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>401(k) with matching contributions</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Wellness Program to reduce health insurance premiums</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Free or discounted banking and mortgage services</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Basic Life Insurance and AD&D</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Tuition Reimbursement Plan</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Associate Referral Program</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Associate Volunteer Program</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Employee Assistance Fund <i>(subject to IRS guidelines)</i></p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Employee Assistance Program  </p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Opportunities for training and career development</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts</p></li><li class="MsoNormal" style="margin-bottom:0in"><p>Retail branch locations are closed on Saturdays!</p></li></ul><p class="MsoNormal"><i>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.</i></p><p class="MsoNormal">Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.</p><p class="MsoNormal"><b>Position Summary:</b></p><p class="MsoNormal">The Client Experience Specialist 2 is responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships through account servicing and maintenance requests, teller transactions, problem resolution, and other transactional needs. The Client Experience Specialist 2 provides financial solutions to existing and prospective clients by assessing their financial needs and offering bank products and services to help clients accomplish financial success.</p><p class="MsoNormal">This is a remote position in North Carolina. </p><p class="MsoNormal">This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.</p><p class="MsoNormal">This position may be filled at a lower or higher level depending on the candidate’s qualifications and relevant experience.</p><p class="MsoNormal"><b>Required Qualifications, Competencies, and Skills:</b></p><ul><li><p class="MsoNormal" style="margin-bottom:0in">GED or High School Diploma</p></li><li><p class="MsoNormal" style="margin-bottom:0in">3-5 years of retail banking experience including teller/ITM cash handling</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Proficient in Microsoft Office Suite to include Word, Excel, Outlook, PowerPoint, Teams</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Proficient online, mobile, digital wallet banking and social media skills</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Knowledge/experience with: Five9, Zelle CST, Helix2, HORIZON, Partner Care, Digital Insight, Cash Edge, Teller NOW, FASTLINE, Image Centre, Consumer Online Banking, Online Bill Pay, Business Online Banking Services, Mobile App, Intuit Partner Care, Digital Insight Management Console, COMPASS, Fidelity AdvantEDGE Remote Deposit Capture access troubleshooting</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Bank product cross-selling aptitude</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Ability to follow established standards and use judgment to determine when appropriate to escalate</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Ability to run and understand department production reports and communicate results</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Availability to work a schedule within the hours of 7am to 7pm CST</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Developed math skills (addition, subtraction, multiplication, division) for client escrow analysis reconcilement</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Developed communication and customer service skills</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Developed time management and problem-solving skills</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Cross sell bank products and services using Sales Force application</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Detail oriented and organized</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Ability to work in a fast-paced environment and under pressure</p></li></ul><p class="MsoNormal"><b>Preferred Qualifications, Competencies, and Skills:</b></p><ul><li><p class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;text-indent:-0.25in">Bachelor’s degree in related field such as Business, Finance or Communications</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Bilingual skills</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Bank deposit operations experience</p></li></ul><p class="MsoNormal"><b>Essential Duties and Responsibilities:</b></p><ul><li><p class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;text-indent:-0.25in">Assist level 1 Specialists with research and problem resolution to basic internal and external inquiries</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Attend meetings as requested and actively participate in client experience projects</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Ensure Five9 application, video and microphone technology works seamlessly for specialist/client interactions</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Exhibit Fidelity’s World Class Client Service Standards while illustrating our service mantra of Simple, Easy, and Fast with every interaction</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Answer incoming calls/chats/emails from customers regarding deposit and loan accounts including assistance with banks’ product services</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Assist clients with moderate to complex Quicken, Quick Books, Andi (Digital Banking) and Zelle PFM phone and client service portal inquiries</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Provide account statements, transaction histories and canceled check copies to clients compliant with disclosed bank fee schedule of services</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Process check order, stop payments, change of addresses, merchant check verifications, unauthorized ACH/debit requests, ID theft flags, debit card travel indicators, account holds, account notations and Written Statement of Unauthorized Debit</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Order/deactivate debit cards, set up temporary card limits and perform card maintenance as required</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Process debit card disputes for Reg E claims</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Resolve branch and external client service portal inquiries</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Resolve/initiate Intuit Partner Care cases directed to/from sponsor as required within department guidelines</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Research and resolve minor to complex client inquiries within department service level agreements</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Document all client complaints directed to the Call Center and document into Compliance Service Portal as required</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Process ITM transactions and balance the ITM transaction drawer</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Process CheckFree/FISERV Bill Pay Sponsor Cases, Request for Additional Information and Open CheckFree Case Status’</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Responsible for educating clients regarding bank products and services with the expectation to increase business unit sales revenue</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Meet assigned goal completion rate on service portal tickets directed to Call Center for processing</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Responsible for annual disaster recovery (DR) testing as requested</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Provide support to all bank direct mailings or marketing campaign advertisements</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Perform other duties and/or special projects as appointed by management</p></li><li><p class="MsoNormal" style="margin-bottom:0in">Physical Requirements: primarily sitting with some standing, walking, lifting and bending</p></li></ul><p/><p class="MsoNormal"><i>Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.</i></p><p class="MsoNormal">If you require an accommodation to submit your application for an open position, please send an email request to </p><p>talentmanagement@bankwithfidelity.com</p> or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.<p/><p class="MsoNormal">For assistance or questions regarding the recruitment process, please email </p><p>talentmanagement@bankwithfidelity.com</p>.<p/><p class="MsoNormal">This position is located in Charlotte, NC, 28202.</p>

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