Financial Representative - Bellevue, WA

Fidelity Bank is seeking a Financial Representative who will be the face of the branch, inspiring client dedication and engagement. The role focuses on building long-lasting relationships with clients while ensuring compliance and managing front lobby transactions. Responsibilities A key member of the team, you are offering support to Fidelity’s most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Skills Customer service, phone, or financial services experience Banking, insurance, or financial experience Ability to learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses 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 Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious 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 Company Overview Fidelity Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is