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Company Overview (Copied From Fidelity) At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com The Purpose of Your Role As a key member of the branch team, we depend on you to leave a positive and long-lasting impression on our valued customers. You are the first point of contact for our clients as they enter the branch. In addition to being the face of Fidelity, we depend on you to be diligent around compliance, process monetary transactions, and identify sales opportunities. All the while, you will be learning valuable skills to prepare you for your next role on the path to becoming a Financial Consultant. The Skills You Bring You have superb interpersonal and communication skills, and are eager to interact with our customers An aptitude for sales to proactively uncover needs while interacting with our clients You diligently pay attention to detail Your strong prioritization skills Ability to understand the perspectives of others, allowing you to build genuine relationships with others The Value You Deliver You are sensitive to the diverse needs of others and are passionate about providing solutions Thoughtfully work to resolve transactional, informational and service needs at the front counter Responsible for educating our clients on the numerous products and services available to them By identifying customer needs, you partner with members of the branch team to introduce additional Fidelity products and services in order to retain and build Fidelity assets

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