Financial Services Representative - Sunnyvale, CA
Fidelity Bank is seeking a Financial Services Representative who will focus on customer support and career development. In this role, you will assist customers with their inquiries and transactions while obtaining necessary financial licenses through a structured training program. Responsibilities Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses Build and Solidify Skills: Spend four days a week working from home and one day a week in an Investor Center to support customers with increasing complexity Discover Success: Gain confidence and develop proficiency serving customers as you join the wealth management development track and build advanced skills Skills High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses Benefits Maternal and Parental Leave Tuition Reimbursement Student Loan Assistance 401(K) 7% match Health Insurance Dental Insurance Vision Insurance Disability Insurance Paid Time off Commuter Benefit Program Backup Dependent Care Charitable match Concierge Services Wellness Program Fitness Reimbursement 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