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Customer Service Representative - Level 3

Fidelity Bank & Trust

1 Positions

ID: 453318277

Posted On 09/26/2025

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.

Primary Contact

1724418518215

Jenni Noonan

Chief eXperience Officer,

Phone

Phone

Phone

Fax

[email protected]

Email

False

False

True

Job Details

Categories

Banking/Mortgage/Financial Services

Clerical/Office Administration

Customer Service

Environmental/Quality Assurance/Safety

Graphic Design/Social Media

Information Technology/Telecommunications

Maintenance/Repair

Location

Dubuque, IA

Job Type

Employee

Full/Part

Full Time

Company ID

1018

Job REQ #

453318277

\# Positions

1

Start Date

20250926

End Date

20251104

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Fidelity Bank & Trust

About the Company

In 1910, Fidelity Bank & Trust opened for business in Luxemburg, Iowa. Originally known as the Luxemburg Savings Bank the name was changed to Fidelity Bank & Trust in 1964, when the charter was moved to Dyersville. Today we proudly serve 30 communities.

Fidelity Bank & Trust is here for your financial needs, and as a supporter of our communities. We have over 280 employees ready to help you with all of your banking needs. Our people proudly log hundreds of hours of community service and are happy to lend a helping hand to a variety of projects and organizations in their communities