Financial Wellness Associate

KeyBank • Brighton, MI

10d • $19 - $28 • Onsite

About The Position

The Financial Wellness Associate (FWA) supports clients and businesses in KeyBank communities as a problem solver, trusted advisor, and partner. The role combines client servicing and transaction support (70% of the time) with conversations to identify client needs and provide financial wellness guidance and solutions, including proactive calling (30% of the time). As part of the branch team in a hybrid platform role, the FWA coordinates with branch leadership and teammates to prioritize activities in line with branch business priorities and client needs.

The FWA delivers a strong client experience, processes financial transactions accurately, resolves complex servicing issues, and identifies opportunities to deepen client relationships. The role also supports branch performance through relationship development, referrals, compliance, and teamwork. The position is office-based at 8199 Challis Road, Brighton, Michigan 48116, and may require travel between locations during a day.

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 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 ATM, online, and telephone banking.
• Strong work ethic, high integrity, and excellent time-management skills.
• Ability to educate clients about financial concepts, products, and services and support their financial health through planning and tailored strategies.
• Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products.
• Ability to build trust and rapport through personalized interactions and effective communication.
• Ability to process cash transactions accurately, maintain cash drawer balance, and follow security and compliance requirements.
• Strong communication, relationship-management, and trust-building skills.
• Ability to gain market insight and identify trends to provide financial strategies.
• Valid driver's license and ability to operate a motor vehicle if driving between multiple locations is required.
• Ability to meet the stated physical demands, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and recognizing the impact of interactions.
• 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, transition clients to a Banker when appropriate, and provide customized 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 established guidelines.
• Build partnerships with branch teammates and business partners to support client acquisition and relationship growth, and manage internal and external centers of influence.
• Maintain knowledge of product guides, fees, policies, and current offerings.
• Work Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies and procedures.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are available to eligible employees; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED