Working at a bank where management aren’t leaders, cower when corporate visits and run a skeleton crew 6 1/2 days a week.

I updated my résumé catered to Client Finance (I’m really interested in a career in the Wealth Management industry).

I’ve been moved to the 2nd phase of hiring with BoA for a “Consumer Investments - Investment Specialist Trainee” role, have an interview next week for Fidelity’s “Customer Relationship Advocate” and UBS Bank’s (Client Service/Client Associate).

Any advice?

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As others have said fid CRA is just a basic customer service phone role, but it’s also the quickest and best way to become familiar with fidelities client base/platform/ and service model while also providing a solid path into wealth management positions down the road.

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Fid CRA is just general service like resetting passwords, guiding client online ect...definitely a grind but gets you in the door.

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Use the star method

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Maybe things have changed at B of A since Levine left and Smayda took over running the financial centers, but when Levine was in charge, he was in a financial center and approached by an employee about a long wait to make a withdrawal. His response was “I don’t care. The teller line is a money loser, they can wait an hour for all I care. The next day the branch manager found out she had lost FTE for 1 teller. 3 years ago they had 4 full time tellers for the lobby and 2 part time. They had 2 full time on drive thru and 1 part time. As of 2 months ago, they 2 full time tellers and 1 part time total.

All that to say they run skeleton staff. Clients walk in with a service issue and are to the next appointment is not available for 2 days.

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