Help clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their

He/she/they will identify, develop, and foster relationships to support long-term and short-term growth priorities. An eye for event-planning, big and small.

Minimum of 2-3 years proven experience in a bookkeeping or entry-level accounting position that includes processing a high-volume of transactions, meeting

Utilizes evidence based shared decision-making models, brief treatment models, motivational interviewing, and other evidence-based interventions to encourage

Bachelors Degree in any quantitative field (Business, Math, Finance, Statistics, Computer Science, Engineering, etc.) or applicable experience.