Fidelity Bank · 1 day ago
Financial Services Representative - Sarasota, FL
Sarasota, FL
Full-time
Hybrid
New Grad, Entry LevelFidelity Bank is a financial services company seeking a Financial Services Representative to join their team. In this role, you will support customers through inbound calls while preparing for a future in their Investor Centers, with a focus on career development and obtaining necessary licenses.
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 to develop and hone your skills
Develop new skills and to connect and refuel by networking with colleagues
Taking online classes
Gain confidence and develop proficiency serving customers
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
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
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