Fidelity Bank · 3 months ago
VP, Branch Leader - Wall Street, NY
Fidelity Bank is a financial services company seeking a VP, Branch Leader for their Wall Street location. The role focuses on driving business opportunities through team development, customer engagement, and operational excellence.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Drive business opportunities by building a strong sales and service team
Educate the local market and drive national initiatives
Grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
Lead, recruit, and work closely with branch employees
Develop sales capabilities through dedicated mentoring and coaching
Run branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes
Build and lead strategies to develop associates and their business
Qualification
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
Fidelity Bank is a commercial bank providing services financial sercvices.
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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