Financial Representative - Albany, NY

Fidelity Bank is seeking a Financial Representative to enhance client engagement and develop lasting relationships. In this role, you will be responsible for compliance and front lobby transactions, while also identifying opportunities to deepen client relationships.ResponsibilitiesA key member of the team, you are offering support to Fidelity’s most valuable clients dailyBy identifying leads and making effective introductions, you are directly impacting the success of the branchYour efforts will be valued by clients and you will find working with those clients a rewarding experienceAs a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamSkillsCustomer service, phone, or financial services experience will prepare you for this roleWe will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesSuperb interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to prioritizeOrganizational skills to manage multiple tasksBeing coachable, collaborative, and curious are your 'go to' attributesBanking, insurance, or financial experience is an excellent addition to your experienceDegree 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 oneBenefitsComprehensive 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.



Apply To This Job