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Fidelity Bank · 6 hours ago

Financial Representative -Lynnwood, WA

Lynnwood, WA

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $70K/yr

Fidelity Bank is seeking a Financial Representative to play a key role in enhancing client engagement and building long-lasting relationships. The role involves supporting clients with their financial needs, ensuring compliance, and contributing to the overall success of the branch.

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Responsibilities

A key member of the team, you are offering support to Fidelity’s most valuable clients daily

By identifying leads and making effective introductions, you are directly impacting the success of the branch

Your efforts will be valued by clients and you will find working with those clients a rewarding experience

As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

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

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

Preferred

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

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.

Founded in 1974

Atlanta, Georgia, USA

1001-5000 employees

http://www.LionBank.com

Funding

Current Stage

Late Stage

Total Funding

unknown

2018-12-17Acquired

2014-09-01Private Equity

Company data provided by crunchbase