Financial Service Associate

Leverage knowledge of cash management, credit, investment, and wealth protection to address client inquiries and provide information.,Collaborate with Financial Advisors to guide clients toward their financial objectives.,Act as an owner by taking responsibility for client issues and knowing when to escalate for solutions.,Manage client files, schedule appointments, and maintain calendars efficiently.,Contribute to team productivity and proactively identify new business opportunities.

Must be flexible to work banking center hours including evenings and weekends, flexible to work at multiple banking centers within a reasonable travel distance, must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.