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Fidelity Bank · 5 months ago

Customer Relationship Advocate Career Development Experience- Smithfield, RI

Smithfield, RI

Full-time

Hybrid

New Grad, Entry Level

Fidelity Bank is a leading financial services provider, and they are seeking a Customer Relationship Advocate to enhance early career growth through personalized support and training. In this role, you will provide exceptional customer service, assist clients with various needs, and prepare for licensing exams to further your professional development.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients

Developing skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more

Preparing for and obtaining FINRA SIE®, Series 7, and Series 63 licenses, fully sponsored by Fidelity

Handling more complex customer calls while connecting with your team and expanding your network

Exploring new career paths through job shadowing and utilizing the career center

Qualification

FINRA Series 7FINRA Series 63FINRA SIECustomer serviceLearning new technologyProblem-solvingAdaptabilityCommunication

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