Upvote
Downvote
Financial Wellness Banker
Share Job
- Suggest Revision
- The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.
- Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
- Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
Active Job
Updated TodaySimilar Job
Relevance
Active