Banking Advisor jobs in United States
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Fidelity Bank · 2 weeks ago

Banking Advisor

Fidelity Bank is an industry leader in providing exceptional client experiences and is seeking a Banking Advisor to join its Wealth Management team. The role involves delivering financial guidance, building client relationships, and supporting various banking functions while ensuring compliance with regulatory standards.

BankingCommunitiesFinancial ServicesProfessional ServicesVenture Capital

Responsibilities

Deliver exceptional service and financial guidance to wealth management clients
Build strong client relationships through consultative conversations
Identify financial needs and recommend tailored banking solutions
Support a range of functions including account openings, loan processing, and digital banking support
Ensure compliance with regulatory standards

Qualification

Customer serviceSalesBanking knowledgeTechnical skillsInterpersonal skills

Required

Bachelor's degree or equivalent experience
At least three years in customer service or sales (preferably in banking)
Strong interpersonal skills
Strong sales skills
Strong technical skills
Valid driver's license

Company

Fidelity Bank

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Fidelity Bank offers banking services like savings, loans, credit cards, insurance and other financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Daniel Santaniello
President & CEO
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Company data provided by crunchbase