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Financial Wellness Banker Jobs (NOW HIRING)

Universal Banker

Washington, MO · On-site

$16 - $20/hr

Bank of Washington is seeking a Universal Banker to join our team. Are you looking to be part of a ... Financial Wellness: 401K with company match, paid life insurance, financial wellness education ...

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Financial Wellness Banker information

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$19

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How much do financial wellness banker jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial wellness banker in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $21.63 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial wellness banker, and why are they important?

To thrive as a Financial Wellness Banker, you need a strong understanding of personal finance, banking products, and customer service, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with banking software systems, customer relationship management (CRM) tools, and relevant certifications such as NMLS registration are often required. Exceptional communication, empathy, and problem-solving skills help build trust with clients and tailor financial solutions to their needs. These skills and qualities are crucial for fostering long-term customer relationships, ensuring regulatory compliance, and supporting clients' financial health.

What is the difference between Financial Wellness Banker vs Financial Advisor?

AspectFinancial Wellness BankerFinancial Advisor
CredentialsTypically requires certifications like CFP or similar, but often less formalUsually requires CFP, CFA, or other professional certifications
Work EnvironmentBank branches, financial institutions, client meetingsIndependent or firm-based, client offices, or virtual meetings
Employer & IndustryBanking and financial institutionsFinancial planning firms, independent practices, or banks
Primary FocusProviding financial education, basic financial products, and wellness guidanceOffering comprehensive financial planning and investment advice

The main difference is that a Financial Wellness Banker focuses on financial education and basic financial products within banking environments, often with less emphasis on complex planning. In contrast, a Financial Advisor provides comprehensive financial planning and investment advice, often requiring advanced certifications. Both roles serve clients' financial needs but differ in scope and credentials.

How does a financial wellness banker typically collaborate with other departments to support clients' financial goals?

As a Financial Wellness Banker, you’ll frequently work alongside colleagues from lending, investment, and customer service teams to provide comprehensive financial solutions for clients. This collaboration ensures that clients receive tailored advice and access to products that match their needs, such as loans, savings plans, or investment options. Regular communication and joint meetings with specialists allow you to address complex client situations more effectively. This team-based approach not only enhances the client experience, but also helps you learn from other professionals and expand your own expertise within the bank.

What is a financial wellness banker?

A Financial Wellness Banker is a banking professional who helps clients improve their financial health by providing personalized advice, resources, and solutions. They assess customers' financial situations, set goals, and recommend banking products such as savings accounts, loans, and investment options. Their role focuses on educating clients about budgeting, saving, credit management, and other aspects of financial well-being. By building relationships and offering tailored guidance, Financial Wellness Bankers empower clients to make informed financial decisions and achieve greater stability.
More about Financial Wellness Banker jobs
What cities are hiring for Financial Wellness Banker jobs? Cities with the most Financial Wellness Banker job openings:
What job categories do people searching Financial Wellness Banker jobs look for? The top searched job categories for Financial Wellness Banker jobs are:
Infographic showing various Financial Wellness Banker job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $41,305 per year, or $19.9 per hour.

Retail Banking Development Program - Financial Wellness Solutions

PNC Bank

Orlando, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 345 frontline employees who took The Breakroom Quiz

93rd of 170 rated banks


Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Retail Banking - Financial Wellness Solutions Analyst within PNC's Financial Wellness Solutions organization, you will be based in a location based on business need.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description

By joining one of PNC's Development Programs, you can explore your potential through hands-on experience in a professional environment. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in key areas. The goal of PNC's Development Programs is to move analysts from development roles into production roles in one of PNC's lines of business.

Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.

The Retail Bank Development Program (RBDP) is an accelerated development program for recent college graduates with exceptional leadership potential. RBDP develops PNC's next generation of Retail Bank leaders through a 24-month program that provides sales, technical and leadership/professional development training enhanced by experiential learning opportunities.

The Financial Wellness Solutions Development Program develops the next generation of leaders through segments across key retail channels. Our Financial Wellness Solutions team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially. We deliver a holistic set of employee impacting financial wellness solutions to organizations. In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals. The solutions offered range from banking and investing solutions, to financial education, health savings accounts and other benefit spending accounts, student debt solutions, earned wage access, retirement plan services, and more. A combination of a winning attitude, professionalism, and genuine interest in sales and the financial wellness industry is instrumental to excel in this role.

Financial Wellness Solutions employees need to be proactive, persuasive and personable. Analysts in this program will experience a holistic view of how the Financial Wellness Solutions group functions to obtain the knowledge and skills necessary to succeed as an Associate Relationship Manager. Based on business need and upon successful completion of the Retail Bank Development Program, graduates have the opportunity to be placed in a position that aligns with the associate's skills and potential.

The Financial Wellness Solutions track of the RBDP is located throughout PNC's footprint.

Having one's own vehicle is a requirement of the Program.

Expected travel during the Program:

  • 10% travel outside your market (including Orientation, training, other events)
  • 90% local travel within your market (to include on-sites, meetings, other events)

Learn more about PNC's Development Programs by visiting www.pnc.jobs/students.

Job Profile:

  • Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward. Works under supervision and may have limited approval and/or exception authority.
  • Proactively acquires new clients through effective prospecting, networking, relationship-building and consultative selling skills.
  • Handles or assists in relationship management activities with new and/or existing clients to ensure we deliver an exceptional client experience while also deepening relationships over time.
  • Focuses on providing ideas and insights to clients based on an understanding of their needs and financial goals.
  • Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships to develop skills needed to independently generate revenue and deepen share of wallet.
  • Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales.
  • Participates in formal learning to develop the skills needed to excel in the role.

Required Education and Experience:

  • Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Minimum GPA 3.0.
  • Roles at this level are filled by recent university / college graduates with little or no professional experience but possessing relevant skills. Includes individuals joining the organization through a corporate development/training program.

PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

To learn more about this opportunity, please watch this video.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

CompetenciesAccuracy and Attention to Detail, Analytical Thinking, Business Acumen, Effective Communications, Flexibility and Adaptability, Information Capture, Products and Services, Project Management, Self-Directed Growth and DevelopmentWork ExperienceRoles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $39,100.00 - $126,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/03/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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