Financial Wellness Associate

What you’d do

Split time between client servicing and transaction support (70%) and deeper client conversations to uncover needs and offer financial wellness guidance (30%), in person and by proactive calls. Full time in a branch team. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Experience developing client relationships and achieving sales goals
• Prospecting, networking, and outside calling experience
• Cash handling experience
• Full-time branch-based role