Fidelity Investments

Compensation

Full Description

Job Title: Banking Services Associate Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Fidelity offers a wide range of investment solutions and banking services designed to empower clients and foster financial well-being. Role Overview: As a Banking Services Associate, you will play a crucial role in delivering exceptional customer service and financial support to our clients. This position is ideal for individuals who are passionate about making a positive impact and providing personalized assistance in a fast-paced banking environment. What You'll Do: - You will assist customers with their banking needs, including account inquiries, transactions, and problem resolution. - You will provide accurate information about Fidelity’s financial products and services to help clients make informed decisions. - You will handle customer requests efficiently while maintaining a high level of professionalism and empathy. - You will collaborate with team members to ensure seamless service delivery and support. - You will identify opportunities to enhance the customer experience and contribute to process improvements. - You will maintain compliance with company policies and regulatory requirements. - You will document customer interactions and transactions accurately in the system. What You Bring: - Minimum of 2 years of experience in customer service or banking roles. - Strong communication and interpersonal skills with a customer-focused mindset. - Ability to manage multiple tasks and prioritize effectively in a dynamic environment. - Proficiency with banking software and Microsoft Office applications. - Detail-oriented with strong problem-solving abilities. Bonus Points If You Have: - Experience working in a financial services or investment environment. - Knowledge of financial products such as loans, credit, and investment accounts. - Bilingual skills, particularly in Spanish and English. - Certification in banking or financial services is a plus. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and career advancement within Fidelity. - We offer a supportive and inclusive work environment that values diversity. - We offer paid time off and employee wellness programs. - We offer flexible work schedules to promote work-life balance. Ready to Apply? If you are ready to make a meaningful difference and grow your career with Fidelity Investments, please submit your application through our careers page or contact our Albuquerque site recruitment team directly.