Financial Wellness Consultant

Financial Wellness Consultant

Requirements

• Bachelors (Required)
• 3+ years of relevant / direct industry experience

Responsibilities

• Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals.
• With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet.
• Manages risk/return and drives quality for new and/or existing clients.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client’s needs and their financial well-being.
• Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
• Demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

Preferred Qualifications

• Bilingual Spanish Preferred
• Book Of Business
• Client Relationship Building
• Credit
• Credit Products
• Customer Engagement
• Decision Making
• Financial Analysis
• Identifying Sales Opportunities