Financial Wellness Associate - Bilingual Spanish Preferred

What you’d do

Provide client servicing and transaction support about 70% of the time and engage clients in financial wellness conversations 30% of the time, both in person and by proactive calls. Work full time in a hybrid branch role coordinating with team members. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Experience developing client relationships and achieving sales goals
• Experience building referral sources through tele-consulting and networking
• Experience in cash handling
• Full-time schedule