Fidelity Bank · 1 week ago
Financial Services Representative - Cary, NC
Cary, NC
Full-time
Hybrid
New Grad, Entry LevelFidelity Bank is seeking a Financial Services Representative to join their team, where you will support customers over the phone and help them with their financial inquiries. This role includes dedicated training to obtain necessary licenses and provides opportunities for career development within the company.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity
Spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills
Gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning
Qualification
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
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
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase