Financial Services Representative - Mission Viejo, CA jobs in United States
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Fidelity Bank ยท 3 days ago

Financial Services Representative - Mission Viejo, CA

positionMission Viejo, CA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$45K/yr - $70K/yr

Fidelity Bank is seeking a Financial Services Representative to join their team, where you'll focus on growth and career development while supporting customers over the phone. This role involves obtaining necessary licenses, providing customer service, and transitioning to work in an Investor Center.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Support our customers taking inbound calls
Answering questions about account balances
Making withdrawals
Transferring funds
Identifying resources
Placing trades
Support customers with increasing complexity
Develop and hone your skills
Gain confidence and develop proficiency serving customers
Build advanced skills that will further develop your career in planning

Qualification

Series 07 - FINRASeries 66 - FINRACustomer service experienceEagerness to learnCoachabilityCuriosityInterpersonal skillsAttention to detailFlexibilitySelf-motivationCollaboration

Required

High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses

Benefits

Maternal and Parental Leave
Tuition Reimbursement
Student Loan Assistance
401(K) 7% match
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Paid Time off
Commuter Benefit Program
Backup Dependent Care
Charitable match
Concierge Services
Wellness Program
Fitness Reimbursement

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase