Financial Wellness Associate

Accept and accurately process all financial service transactions while identifying opportunities to deepen client relationships. Act as a trusted advisor to uncover needs and provide guidance on financial wellness through in-person servicing and proactive calling efforts. Resolve complex client servicing issues and transition clients to Bankers for specialized support. Engage in morning huddles and end-of-day debriefs to prioritize high-impact activities aligned with branch performance. Work Saturdays as directed by management and operate a motor vehicle to visit multiple locations. Maintain cash drawer balance within guidelines and ensure compliance with all security procedures.