Relationship Manager - Walnut Creek, CA

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 through excellent customer service and financial planning expertise. Responsibilities You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients Skills FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire 1-3 years in financial services with an emphasis in providing an excellent customer experience Planning experience and knowledge of financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Ability to find success in a dynamic, deadline driven, and detailed compliance environment Ability to think creatively and be comfortable making decisions with the support of your team 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 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 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