Vice President, Branch Leader - Burlingame, CA jobs in United States
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Fidelity Bank · 6 months ago

Vice President, Branch Leader - Burlingame, CA

positionBurlingame, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$115K/yr - $200K/yr
date5+ years exp

Fidelity Bank is a privately held company focused on making financial expertise accessible to help individuals live fulfilling lives. They are seeking a Vice President, Branch Leader who will lead a branch team to drive business opportunities, develop associates, and enhance customer satisfaction through effective sales strategies and team collaboration.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

You are a key leader in the Investor Center and beyond
As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously
You develop sales capabilities through dedicated mentoring and coaching
You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes
You will function as a general manager for the branch, building and leading strategies to develop your associates and their business
Your leadership and decisions will have significant impact on branch success, market growth and profitability

Qualification

Financial sales experienceManagement in financial servicesSeries 7 licenseSeries 66 licenseBrokerage knowledgeMutual fund expertiseTeam buildingMentoring skillsPositive attitudeWork ethic

Required

At least five years in financial sales role
Three or more years of management within a financial services environment
Active Series 9/10, 7 and 66 licenses
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase