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Fidelity Bank Jobs in Raleigh, NC (NOW HIRING)

As a Senior Experience Designer in PNC's Private Bank Digital organization, this role can be based ... mid, to high-fidelity -Work alongside UX research, UX content and accessibility experts ...

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Q2 is a leading provider of digital banking and lending solutions to banks, credit unions ... Participate in Development and QA to ensure design fidelity. Set and meet quarterly project goals ...

Fidelity Bank information

What are Fidelity Bank jobs?

Fidelity Bank jobs refer to various employment opportunities available at Fidelity Bank, a financial institution that offers banking and financial services. These roles can range from customer service representatives and loan officers to branch managers and financial analysts. Employees may work in different departments such as retail banking, corporate banking, IT, operations, and risk management. Fidelity Bank jobs typically require strong communication skills, attention to detail, and a background in finance or related fields. The bank also provides training and professional development opportunities to help employees grow in their careers.

What are some common challenges faced by employees working at Fidelity Bank, and how can they be addressed?

Employees at Fidelity Bank often navigate a fast-paced, customer-focused environment that requires balancing regulatory compliance with high service standards. One common challenge is staying updated with frequent changes in financial regulations and new banking technologies. To address this, the bank provides regular training sessions and encourages collaboration among team members to share best practices. Building strong communication skills and actively seeking support from colleagues and supervisors can help employees overcome these challenges and thrive in their roles.

What are the key skills and qualifications needed to thrive as a professional at Fidelity Bank, and why are they important?

To thrive as a professional at Fidelity Bank, you need a solid background in finance, banking operations, customer service, and often a relevant degree in business or finance. Familiarity with banking software, CRM systems, and regulatory compliance certifications such as AML or KYC is typically required. Strong communication, problem-solving skills, and attention to detail set candidates apart in this role. These skills are crucial for ensuring accurate financial transactions, maintaining regulatory standards, and delivering exceptional customer experiences.

What is the difference between Fidelity Bank vs Commercial Banker?

AspectFidelity BankCommercial Banker
Required CredentialsBanking certifications, relevant degreesBanking certifications, finance degrees
Work EnvironmentRetail and corporate banking branchesCorporate clients, financial institutions
Employer & Industry UsageFinancial institutions, retail bankingCommercial banking divisions
Common Search & ComparisonYesYes

Fidelity Bank and Commercial Bankers both operate within the banking industry, often requiring similar credentials like finance degrees and banking certifications. Fidelity Bank typically focuses on retail and corporate banking services at branch locations, while Commercial Bankers specialize in serving business clients and managing large commercial accounts. Both roles are integral to banking operations, but their client focus and work environments differ slightly, making them common points of comparison for job seekers in the banking sector.

What are popular job titles related to Fidelity Bank jobs in Raleigh, NC? For Fidelity Bank jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Fidelity Bank jobs in Raleigh, NC look for? The top searched job categories for Fidelity Bank jobs in Raleigh, NC are:
Infographic showing various Fidelity Bank job openings in Raleigh, NC as of July 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution.
Financial Representative - Durham, NC

Financial Representative - Durham, NC

Fidelity Investments

Durham, NC • On-site

Full-time

Posted 4 days ago


Fidelity Investments rating

8.8

Company rating: 8.8 out of 10

Based on 269 frontline employees who took The Breakroom Quiz

9th of 150 rated financial services


Job description


The Role
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.
The Expertise and Skills You Bring
  • Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
  • Experience in banking, insurance, or financial services is a plus
  • Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
  • Superb interpersonal skills and passion to engage with clients
  • The ability to assess client needs and find opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team
As a key member of the team, you will provide daily support to Fidelity's most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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