Financial Services Representative - Mission Viejo, CA
Fidelity Bank is seeking a Financial Services Representative to join their team, where you'll focus on growth and career development while supporting customers over the phone. This role involves obtaining necessary licenses, providing customer service, and transitioning to work in an Investor Center.
Responsibilities
- Support our customers taking inbound calls
- Answering questions about account balances
- Making withdrawals
- Transferring funds
- Identifying resources
- Placing trades
- Support customers with increasing complexity
- Develop and hone your skills
- Gain confidence and develop proficiency serving customers
- Build advanced skills that will further develop your career in planning
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