Fidelity Bank · 6 days ago
Financial Representative - Minnetonka, MN
Minnetonka, MN
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $70K/yrFidelity Bank is committed to delivering the best customer experience in the financial services industry, and they are seeking a Financial Representative to enhance branch culture and client interactions. In this role, you will provide exceptional service to clients at the Investor Center, help identify their financial needs, and contribute to branch success.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Make a key impact on the branch culture by partnering with associates to help clients reach their goals
Own providing Fidelity’s best-in-class experience for clients throughout their visit inspiring client dedication and engagement
Help clients with service interactions and identifying planning and advice opportunities through those interactions
Set the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions
Offer support to Fidelity’s most wealthy and valuable clients daily
Identify leads and make effective introductions to impact the success of the branch
Be a technology champion for the branch and share what you have learned with the team
Qualification
Required
A college degree is encouraged yet not required
Customer service, sales, phone or financial services experience
Banking, insurance, or financial experience
Passion for delivering a world-class customer experience
Superb interpersonal, customer interaction and communication skills
Ability to obtain FINRA Series 7 and Series 63 licenses during the first six months
Superb interpersonal skills and passion to engage with customers
An aptitude for sales to dedicatedly identify leads
Remarkable attention to detail and ability to prioritize
Computer literacy and experience working with multiple applications at once
Organizational skills to manage multiple tasks simultaneously
Adept at assessing client needs through both verbal and non-verbal communication
Ability to run and upkeep the lobby / lounge of Fidelity's fast paced Investor Center
Inventory management experience to ensure all client collateral and office supplies are in stock
Aspiration to partner with Fidelity's clients to build long-lasting relationship and financial plans
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