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Fidelity Bank · 1 day ago

Financial Representative - Berkeley, CA

Berkeley, CA

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $70K/yr

Fidelity Bank is seeking a Financial Representative to enhance client engagement and branch success. The role involves building positive relationships with clients and providing support in compliance and front lobby transactions.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Make a key impact on the branch atmosphere

Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity

Partner and contribute to branch success by identifying opportunities to deepen relationships

Offering support to Fidelity’s most valuable clients daily

Identifying leads and making effective introductions

Impacting the success of the branch

Being a technology champion for the branch

Qualification

Customer service experienceFinancial services experienceSeries 7 licenseSeries 66 licenseBanking experienceInsurance experienceCoachabilityCuriosityInterpersonal skillsAttention to detailOrganizational skillsCollaboration

Required

Customer service, phone, or financial services experience will prepare you for this role

Banking, insurance, or financial experience is an excellent addition to your experience

We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses

Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Superb interpersonal skills and passion to engage with clients

An aptitude to assess client needs and identify opportunities

Remarkable attention to detail and ability to prioritize

Organizational skills to manage multiple tasks

Being coachable, collaborative, and curious are your 'go to' attributes