Relationship Manager

Fidelity Bank is seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, inspiring client dedication, and finding opportunities to deepen client relationships while ensuring their needs are prioritized.ResponsibilitiesYou are key to the Fidelity relationship strategyDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with clientsSkillsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer experiencePlanning experience and knowledge of financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven, and detailed compliance environmentAbility to think creatively and be comfortable making decisions with the support of your teamDegree 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 oneYou are able to facilitate setting targeted appointments that improve engagement with clientsYou are client oriented and bring great perspective on financial planningYou have a vested interest in being an advocate for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious are your 'go to' attributesBenefitsComprehensive health care coverage and emotional well-being supportMarket-leading retirementGenerous paid time off and parental leaveCharitable giving employee match programEducational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your careerCompany OverviewFidelity 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 http://www.LionBank.com.



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