Financial Representative - Minnetonka, MN
Fidelity 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.
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
Skills
- 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 Overview