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Fidelity Bank · 5 hours ago

Customer Service Representative - Greenwood Village, CO

Greenwood Village, CO

Full-time

Hybrid

New Grad, Entry Level

$42K/yr - $60K/yr

Fidelity Bank is seeking Customer Service Representatives, also known as Customer Relationship Advocates, to join their team in Greenwood Village. The role involves providing outstanding customer service, assisting clients with various needs, and pursuing professional development through licensing and skill-building opportunities.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA)

This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training

In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients

You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: Licensing Preparation, Skill Development, Proficiency

In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity

This includes paid study time and access to valuable resources like licensing coaches and workshops

While these exams can be challenging, rest assured that we’re here to support you every step of the way!

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center

Qualification

FINRA SIESeries 7Series 63Customer rapportProblem-solvingAnalytical skillsTechnology proficiencyContinuous learningAdaptability

Required

Aptitude and dedication to complete the FINRA SIE®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program

Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making

A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient

Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions

A desire for growth and a mindset that generates long term success through adaptability and personal accountability

Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution

Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously