Financial Wellness Associate
Core
Trusted advisor and problem solver supporting client financial wellness through transaction support and proactive outreach.
Role type
Front-line retail banking associate (financial wellness focus)
Builds
Client relationships and financial wellness outcomes
Domain
Consumer Banking / Retail Finance
Deliverable
product features | client delivery
Required skills
cash handling, client relationship development, sales goal achievement, tele-consulting, prospecting, networking, PC/Windows proficiency, digital platform education, financial product knowledge (loans, credit cards, investments), compliance adherence, time management
Preferred skills
Notary License
Responsibilities
Process financial service transactions, resolve complex client servicing issues, provide customized financial wellness recommendations, attain individual activity and outcome goals, facilitate morning huddles and end-of-day debriefs, balance cash drawer, work Saturdays as directed
Seniority
Individual Contributor, entry-to-mid level