FINANCIAL ASSOCIATE TRAINEE

🌟Build Your Banking Career. Expand Your Expertise. Grow With WSB. 🌟

Are you ready to take the next step in your career at Walden Savings Bank? The Financial Associate Trainee opportunity is designed for employees who are interested in expanding their banking knowledge, developing deeper customer relationships, and exploring a career in Wealth Management. This is more than a new position - it is an 18-month structured development opportunity designed to help you build the knowledge, skills, and professional credentials needed to pursue a career as a Financial Advisor. What You’ll Learn As a Financial Associate Trainee, you’ll receive hands-on training and exposure to areas including:

• Banking Fundamentals – Financial literacy, banking products and services, consumer lending, and branch operations
• Wealth Management – Capital markets, investments, asset types, the economy, and investment strategies
• Customer Relationships – Building trust, understanding customer needs, and developing long-term relationships
• Sales & Referrals – WSB STAR Model sales training, relationship building, and identifying opportunities to connect customers with the right WSB business partners
• Technology – Banking systems, digital banking, and evolving financial technology
• Cross-Functional Exposure – Shadowing and cross-training with other departments throughout the Bank
• Professional Development – WSB training, seminars, continuing education, and preparation for industry licensing

Invest in Your Future One of the most exciting aspects of this opportunity is the opportunity to pursue professional licenses (expenses paid by the Bank) that can help prepare you for a career in financial advising, including: FINRA Series 6 | FINRA Series 63 | NYS Life Insurance | NYS Health Insurance Successful completion of the development program, based on performance and successful completion of required licensing (FINRA Series 7), may lead to consideration for advancement into positions such as Financial Associate or Financial Advisor. Who Should Consider This Opportunity?

This could be a great opportunity if you:

• Have a genuine interest in Wealth Management and investments
• Enjoy helping customers achieve their financial goals
• Build strong relationships and establish trust
• Are comfortable learning new technology and systems
• Demonstrate strong judgment, professionalism, and accountability
• Enjoy collaborating with others and making connections across the Bank
• Are interested in pursuing professional certifications and licenses
• See yourself growing your career with Walden Savings Bank

You don't need to know everything about investments or Wealth Management today. The program is designed to provide the training and development needed to build that knowledge over time.

📅 WANT TO LEARN MORE? Even if you're just curious about whether this opportunity could be right for you, join us!

Join Us for a Virtual Information Session led by Garry Michel, Vice President, Senior Financial Advisor, CFP®, CRC®, AIF®, EA

WHEN: Wednesday, September 30th at 3:00 p.m. WHERE: Teams Meeting – see link below. WHAT: This informal virtual session will provide an opportunity to learn more about the Financial Associate Trainee program, including:

• What the 18-month development program looks like
• Training and licensing opportunities
• Potential career paths
• What a day in the role may look like
• Questions about the application and selection process

Microsoft Teams Meeting Link Join: https://teams.microsoft.com/meet/234370272942096?p=QXcoQGeC5WClLtqLFU Meeting ID: 234 370 272 942 096 Passcode: PS2b6XB2