Financial Services Representative -… at Fidelity Bank · 47 E…

Summary: Fidelity Bank is seeking a Financial Services Representative to join their team, focusing on customer support and career development. The role involves assisting customers with account inquiries and transactions while preparing for licensing exams to advance in the financial services field. Responsibilities: - Support our customers taking inbound calls - Answering questions about account balances - Making withdrawals - Transferring funds - Identifying resources - Placing trades - Spend four days a week working from home and one day a week in an Investor Center - Support customers with increasing complexity to develop and hone your skills - Have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more - Join the wealth management development track - Spend time building advanced skills that will further develop your career in planning Required Qualifications: - 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 Required Skills: SIE - FINRA, Series 7 - FINRA, Series 66 - FINRA, Coachability 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