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Financial Wellness Retention Specialist
Job in
Rochester, Olmsted County, Minnesota, 55905, USA
Listed on 2026-07-09
Listing for:
Beyondfinance
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Beyond Finance is seeking a Retention Specialist to join our Customer Success Team in Rochester, Minnesota. In this role, you'll educate clients enrolled in our financial hardship programs, helping them navigate options and emphasizing the benefits of our services.
Your responsibilities will include deescalating client issues, maintaining records in our CRM, and collaborating with clients to achieve their financial goals. We offer competitive pay and a supportive work environment focused on employee growth.
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