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 health strategies and branch performance
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Client relationship management, cash handling, financial product knowledge, sales techniques, digital platform education, compliance adherence
Preferred skills
Notary License
Technologies
Windows-based applications, calculators, digital banking platforms
Responsibilities
Process financial transactions, identify and resolve complex client issues, provide customized financial wellness recommendations, facilitate morning huddles and debriefs, maintain cash drawer balance, educate clients on digital platforms, work Saturdays as directed
Seniority
Individual Contributor, Entry to Mid-level