Fidelity Bank · 19 hours ago
Financial Representative - Fort Collins, CO
Fort Collins, CO
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $70K/yrFidelity Bank is seeking a Financial Representative who will play a key role in fostering client engagement and building long-lasting relationships. This role involves ensuring compliance and managing front lobby transactions while identifying opportunities to deepen client relationships.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
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
Required
Customer service, phone, or financial services experience will prepare you for this role
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
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Preferred
Banking, insurance, or financial experience is an excellent addition to your experience
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
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase