Retail Banking Development Program - Financial Wellness Solutions
Core
Develop next-generation retail banking leaders through a 24-month accelerated program focused on financial wellness solutions, including banking, investing, and financial education for employees.
Role type
Retail Banking Development Program Analyst (Financial Wellness Solutions)
Builds
Holistic employee financial wellness solutions (banking, investing, education, HSAs, retirement services)
Domain
Retail Banking / Financial Wellness
Deliverable
client delivery
Required skills
prospecting, relationship-building, consultative selling, client presentation, financial goal analysis, networking
Preferred skills
business acumen, analytical thinking, project management, self-directed growth
Technologies
N/A
Responsibilities
Research clients and prospects, create and manage calling lists, schedule and lead client appointments, deliver proposals and next steps, acquire new clients through networking, manage existing client relationships, participate in social and formal learning programs
Seniority
Entry-level, recent graduate development program