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.
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 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 ranch 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 is looking for competitive, self-reliant, energetic individuals that are driven to succeed.
Position Summary:
The Retirement and Operations Specialist is responsible for handling, monitoring, and researching deposit and retirement related activities. Handles calls related to deposit and retirement inquiries, maintenance, account reviews, tax inquiries and reporting and quality control.
This position is exempt under the Fair Labor Standards Act and is not eligible for overtime pay.
This position can be located in Metairie or Mandeville.
Required Qualifications, Competencies, and Skills:
GED or High school diploma
5 years of direct experience with a focus on Retirement, Health Saving Accounts and Deposit Operations
Knowledge of retirement product services
Developed cognitive skills to include Problem Solving, Judgement, and Decision Making
Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Resourcefulness, and Development
Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Collaboration, and Client Focus
Previous banking or financial industry experience
Preferred Qualifications, Competencies, and Skills:
Bachelor’s degree in business, finance, or related field
Knowledge/Experience with: Horizon Syste
Essential Duties and Responsibilities:
Provides customer assistance with retirement questions
Responsible for maintaining the retirement account documentation for all types of retirement customers
Assist with yearend reporting of all retirement plans including tax forms, year-end statements, Keogh tax forms, and distribution letters
Review of new accounts and exceptions list
Review maintenance processed by branch staff
Review daily retirement transactions processed at all branches
Assist branch personnel on any retirement transaction
Assist fielding calls on branch policies and procedure
Provide backup support for the daily operations and processing of wire transfer functions, including assisting with wire requests, processing, verification, research, and other related operational duties as needed.
Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
Perform other duties and/or special projects as appointed by management
Physical Requirements: primarily sitting with some standing, walking, lifting and bending
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.
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. 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 Metairie, LA, 70002.