Financial Representative - Berkeley, CA
Fidelity Bank is seeking a Financial Representative to enhance client engagement and branch success. The role involves building positive relationships with clients and providing support in compliance and front lobby transactions. Responsibilities Make a key impact on the branch atmosphere Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity Partner and contribute to branch success by identifying opportunities to deepen relationships Offering support to Fidelity’s most valuable clients daily Identifying leads and making effective introductions Impacting the success of the branch Being a technology champion for the branch Skills Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you 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 are your 'go to' attributes 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 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