Job Description
Fidelity Bank is seeking a Financial Representative who will play a crucial role in fostering client relationships and enhancing branch success. This position involves engaging with clients, identifying their needs, and supporting compliance and front lobby transactions. Responsibilities A key member of the team, you are offering support to Fidelity’s most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Skills Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your 'go to' attributes Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one Benefits
Comprehensive health care coverage Emotional well-being support Market-leading retirement Generous paid time off Parental leave Charitable giving employee match program Educational assistance including student loan repayment Tuition reimbursement Learning resources to develop your career Company Overview Fidelity Bank is a commercial bank providing services financial sercvices.
It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is