Team Leader, Client Services jobs in United States
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Fidelity Bank · 2 months ago

Team Leader, Client Services

Fidelity Bank is committed to fair treatment and creating a respectful environment. As a Team Leader in the Regional Center Client Services group, you will provide leadership to a team of licensed associates, focusing on coaching, development, and delivering exceptional customer experiences.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Coaching and developing a team of associates to deliver an outstanding experience to our clients
Enabling your team to drive outstanding client service interactions/ results
Helping associates realize their own personal definitions of success
Ability to inspire associates to deliver their best
Partnering with associates to build personalized plans that support their development towards career goals
Protecting the Fidelity brand through active supervision of associate interactions and transactions
Being coachable, collaborative, and curious are your go to attributes

Qualification

Series 7 LicenseSeries 63 LicenseLeadership ExperienceFinancial Services ExperienceRegulatory ComplianceCoaching SkillsEmpathyTeam Development

Required

Proven Leadership Experience
Previous Management or Leadership Experience in financial services is a plus
Series 7, 63, 9/10 licenses required or able to obtain within 120 days
Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
Your ability to balance leadership and supervisory responsibilities
Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success, and reward
Your experience with regulatory and compliance practices and rules
Your relationship expertise, leading with empathy and enhancing team cohesion

Benefits

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase