Relationship Manager - Albany, NY at Fidelity Bank in Albany, NY

Summary: Fidelity Bank is a financial services company dedicated to fostering client relationships. As a Relationship Manager, you will facilitate relationships with clients, ensuring their needs are met while finding opportunities to deepen those relationships. Responsibilities: - You are key to the Fidelity relationship strategy - Deepening client relationships through long term mentorship - Collaborating with the Relationship Manager team company wide - Being responsible for the client contact strategy - Building long-lasting meaningful relationships with clients Required Qualifications: - FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire - 1-3 years in financial services with an emphasis in providing an excellent customer experience - Planning experience and knowledge of financial markets and products - Strong social skills and the ability to deliver highly personalized service to each client - Ability to find success in a dynamic, deadline driven, and detailed compliance environment - Ability to think creatively and be comfortable making decisions with the support of your team Preferred Qualifications: - 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 Required Skills: FINRA Series 7, FINRA Series 63, FINRA Series 66 Important Skills: Financial planning, Customer experience Nice-to-Have Skills: Coachable, Communication skills, Collaboration, Creativity Benefits: Comprehensive health care coverage, Emotional well-being support, Market-leading retirement, Generous paid time off, Parental leave, Charitable giving employee match program, Educational assistance including student loan repayment, Tuition reimbursement, Learning resources to develop your career