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Fidelity Bank · 5 months ago

Customer Relationship Advocate Career Development Experience- Westlake, TX

Westlake, TX

Full-time

Hybrid

New Grad, Entry Level

Fidelity Bank is seeking Customer Relationship Advocates to join their team, offering a unique career development experience. In this role, you will provide exceptional customer service while obtaining necessary licenses and developing skills to assist clients with various needs.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity

Handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network

Explore new career paths through job shadowing and our career center

Qualification

FINRA Series 7FINRA Series 63FINRA SIECritical problem-solvingCustomer serviceAnalytical skillsTechnology proficiencyContinuous learningAdaptabilityCommunication skills

Required

Aptitude and dedication to complete the FINRA SIE®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program

Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making

A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient

Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions

A desire for growth and a mindset that generates long term success through adaptability and personal accountability

Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution

Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously