Financial Wellness Advisor (Hybrid Banking)

key.com; Dundee; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services organization seeks a Financial Wellness Associate in Dundee, Scotland. The role focuses on client engagement, assisting with financial wellness, and achieving sales goals through effective communication and relationship management. Candidates should possess a high school diploma and relevant experience in client servicing and cash handling. This full-time position provides comprehensive support within a branch setting, fostering community ties and delivering excellent service to clients.

Qualifications

• High School Diploma or equivalent business experience required.
• Proven experience in developing client relationships and achieving sales goals.
• General understanding of digital technology (mobile, apps, web).

Responsibilities

• Provide financial wellness guidance to clients.
• Process financial transactions and deepen client relationships.
• Participate in team meetings and support branch performance.

Skills

Client relationship management

Sales skills

Cash handling

Communication

Financial product knowledge

Education

High School Diploma or GED

Tools

PC with Windows

Job description

A financial services organization seeks a Financial Wellness Associate in Dundee, Scotland. The role focuses on client engagement, assisting with financial wellness, and achieving sales goals through effective communication and relationship management. Candidates should possess a high school diploma and relevant experience in client servicing and cash handling. This full-time position provides comprehensive support within a branch setting, fostering community ties and delivering excellent service to clients.