Fidelity Bank · 3 hours ago
Financial Customer Associate - Jacksonville
Jacksonville, FL
Full-time
Hybrid
Entry Level
1+ years expFidelity Bank is seeking Financial Customer Associates in their Jacksonville location. This role involves assisting customers with their financial needs, helping them feel more confident in managing their 401k accounts and providing education and resources to achieve their financial dreams.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate
In the subsequent months, you will continue taking customer calls to develop and hone your skills
There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching
Provide outstanding customer service and communication via voice or digital channels
Qualification
Required
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers
Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase