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Financial Wellness Banker
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$22 - $25 an hour
Full-time
- 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.
- Strong and effective teamwork, paired with communication polish and confidence, are critical for this role.
- ResponsibilitiesEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- 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
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