Financial Wellness Associate

Conduct 70% of time in client servicing and transaction support, accepting and accurately processing financial service transactions while identifying opportunities to deepen relationships. Dedicate 30% of time to proactive calling and in-person conversations to uncover needs, provide customized financial wellness recommendations, and transition clients to bankers for complex issues. Act as a trusted advisor by resolving complex client servicing issues, balancing cash drawers within guidelines, and maintaining compliance with all security procedures. Prioritize high-impact activities in coordination with branch leadership to ensure strategic time use aligned with business priorities and client needs. Work Saturdays as directed and occasionally facilitate morning huddles and end-of-day debriefs.