Financial Representative - Berkeley, CA
Fidelity Bank is seeking a Financial Representative to enhance client engagement and branch success. The role involves building positive relationships with clients and providing support in compliance and front lobby transactions.
Responsibilities
- Make a key impact on the branch atmosphere
- Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
- Partner and contribute to branch success by identifying opportunities to deepen relationships
- Offering support to Fidelity’s most valuable clients daily
- Identifying leads and making effective introductions
- Impacting the success of the branch
- Being a technology champion for the branch
Skills
- 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
- 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
- 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
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 Overview