Teams at The Fidelity Bank (fidelitybanknc.com)

Promotes, sells, and manages Treasury Services relationships, including business online banking, remote deposit capture, cash management, and merchant services. Analyzes customer needs, develops proposals, identifies sales opportunities, and manages revenue and retention goals. Partners with business development officers and branch managers on growth strategies, serves as a Treasury Services subject matter expert, and delivers product and sales training to branch associates.

Develops and manages commercial banking relationships through prospecting, community involvement, loan production, deposit growth, and referrals. Evaluates credit risk, analyzes loan applications and financial statements, underwrites commercial loans, manages a loan portfolio, monitors credit quality, and supports collections. Ensures compliance with bank policies and regulations while achieving business development, profitability, and portfolio growth objectives.

Manages investment and wealth management clients, conducts financial reviews, develops personalized investment and retirement strategies, monitors portfolios, and builds long-term advisory relationships. Generates new assets through referrals, prospecting, networking, and partnerships with banking teams. Ensures compliance with SEC, FINRA, insurance, fiduciary, suitability, and bank regulations while supporting client education and business development initiatives.