WSECURetail Financial Wellness Manager
Aug. 2021United StatesResponsible for coaching, promoting, and sustaining a service culture centered on financial wellness and needs-based selling. Collaborate directly with the VP of Retail Operations, Retail Directors, and Branch Leaders across 25 branches in Washington to enhance member engagement behaviors that align with financial wellness initiatives. Developed and implemented a comprehensive branch-wide onboarding program, providing personalized support to member consultants, which reduced the training period by 50%.