Financial Wellness Associate
Core
Trusted advisor and problem solver supporting clients' financial wellness through in-person servicing and proactive outreach.
Role type
Financial Wellness Associate (Hybrid Branch Team)
Builds
Client financial health strategies and bank product adoption
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, time management
Preferred skills
Notary License
Responsibilities
Process financial transactions and resolve complex client issues, identify and recommend financial wellness solutions, educate clients on digital banking tools, maintain cash drawer balance and security, participate in team huddles and debriefs, work Saturdays as directed
Seniority
Individual Contributor, Entry to Mid-level