Financial Wellness Associate

KeyBank•Cincinnati, OH

1d•$19 - $28•Onsite

About The Position

The Financial Wellness Associate (FWA) serves as a problem solver, trusted advisor, and partner to people and businesses in KeyBank communities. The role divides time between client servicing and transaction support (70%) and deeper client conversations to identify needs and provide financial wellness guidance and solutions (30%), both in person and through proactive calling. As part of the branch team in a hybrid platform role, the FWA works with branch leadership and teammates to prioritize high-impact activities and coordinate work in line with business priorities and client needs. The position is based at 8601 Beechmont Avenue, Cincinnati, Ohio 45255, and is categorized as office-based. The FWA processes financial service transactions, supports clients with more complex servicing issues, identifies opportunities to deepen relationships, and provides customized financial wellness recommendations. The role also includes proactive relationship development, sales and referral activity, participation in branch huddles and debriefs, and compliance with KeyBank policies and procedures. Saturday work may be directed by management.

Requirements

High school diploma, GED, or equivalent business experience.
Experience developing current and new client relationships, achieving sales goals, and building referral sources through methods such as tele-consulting, outside calling, prospecting, and networking.
Experience handling cash.
General understanding of PCs, Windows-based applications, and calculators.
Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key's digital platforms and capabilities.
Knowledge of client accounts and banking relationships, with sound judgment in client interactions and transactions.
Strong sales and service skills, including presenting products and services and educating clients about access channels such as ATM, online, and telephone banking.
Strong work ethic and high integrity.
Excellent time-management skills.
Ability to support clients' financial health through education, planning, and tailored financial strategies.
Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products.
Ability to educate clients about financial concepts, products, and services.
Ability to develop trust and rapport through consistent, personalized interactions and effective communication.
Ability to process cash transactions accurately, maintain cash drawer balance, and uphold security and compliance in cash operations.
Strong communication, trust-building, and relationship-management skills.
Ability to gain market insight and identify trends to provide sound financial strategies.
Ability to operate a motor vehicle with a valid driver's license if required to travel to multiple locations in a day.
Ability to meet the role's physical demands, including prolonged standing, frequent hand use and reaching, occasional bending and lifting, and lifting items weighing up to 30 pounds.

Nice To Haves

Notary license within 180 days.

Responsibilities

Provide a strong client experience by being present and attentive with clients and teammates.
Accept and accurately process financial service transactions while identifying opportunities to deepen client relationships.
Identify and resolve more complex client servicing issues.
Listen for financial wellness needs and transition clients to a Banker when appropriate; provide effective, customized financial wellness recommendations.
Meet individual activity, behavior, and outcome goals and expectations.
Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
Follow compliance, audit, and security procedures and balance the cash drawer within required guidelines.
Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships; manage internal and external centers of influence.
Review and maintain knowledge of product guides, fees, policies, and current offerings.
Work on Saturdays as directed by management.
Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in the best interests of clients and Key.