Financial Wellness Associate
$39,998–$59,010 year
On-site · Brattleboro, Vermont, United States
Job Summary
Financial Wellness Associate role located in Brattleboro, VT, blending client servicing and transaction support (70%) with proactive client engagement (30%) in a hybrid branch setting. Responsibilities include processing financial service transactions, identifying opportunities to deepen client relationships, delivering tailored financial wellness recommendations, supporting branch goals through collaboration with leadership and teammates, participating in morning huddles and end-of-day debriefs, maintaining knowledge of product guides and policies, ensuring compliance and security in cash operations, and helping clients navigate digital platforms. Notably, the position requires strong client experience, sales discipline, and relationship management, with notary licensing pursued within 180 days (preferred). The work is office-based at the Brattleboro location, with occasional emphasis on in-person activities and branch coordination.
Required Qualifications
- High School Diploma or GED (required)
- Experience in developing client relationships, achieving sales goals, and building referral sources
- Experience in cash handling
- General understanding of PC with Windows
- Working knowledge of digital platforms and ability to educate clients on digital capabilities
- Notary License within 180 Days (preferred)
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