Universal Financial Associate - Hanna

Universal Financial Associate – Hanna Branch

Reporting to the Branch Manager, the Universal Financial Associate plays an integral role in supporting members with all their banking needs. As part of the team, you’ll prepare documents for member meetings, provide proactive contact and follow‑up with members, handle walk‑in discussions, and perform a variety of administrative and branch support activities. You will also process daily banking transactions and recommend products and services to ensure members feel good about their money.

We are looking for a full‑time Universal Financial Associate in our Hanna branch.

Responsibilities

• Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
• Review personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the member’s financial fitness.
• Open and review new a...