Financial Wellness Associate
Core
Trusted advisor and problem solver supporting client financial wellness through transaction support and proactive outreach.
Role type
Financial Wellness Associate (Hybrid Branch Team)
Builds
Client financial wellness solutions and deeper banking relationships
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Client relationship management, cash handling, sales goal achievement, financial product knowledge, digital platform education, compliance adherence
Preferred skills
Notary License
Technologies
Windows-based applications, calculator, digital banking platforms (mobile, apps, web)
Responsibilities
Process financial transactions and identify upsell opportunities, conduct proactive client outreach to uncover needs, resolve complex client servicing issues, maintain cash drawer balance and security, educate clients on digital banking tools, participate in team huddles and debriefs
Seniority
Individual Contributor, entry-to-mid level
