Financial Wellness Associate
Hybrid
Core
Trusted advisor and problem solver supporting client financial wellness through transaction support and proactive outreach.
Role type
Frontline retail banking associate (hybrid)
Builds
Client relationships and branch performance
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Cash handling, client relationship management, sales, financial product knowledge, compliance adherence, digital platform education
Preferred skills
Notary License
Responsibilities
Process financial transactions, identify and resolve complex client issues, provide customized financial wellness recommendations, conduct proactive client outreach, maintain cash drawer balance, educate clients on digital banking tools
Seniority
Individual Contributor