Financial Wellness Associate

KeyBank•West Haverstraw, NY

1d•$19 - $28•Onsite

About The Position

The Financial Wellness Associate (FWA) is a hybrid platform role on the branch team, serving as a problem solver, trusted advisor, and partner to people and businesses in the KeyBank community. The position splits time between client servicing and transaction support (70%) and deeper client conversations to uncover needs and provide financial wellness guidance and solutions (30%), both in person and through proactive calling. The FWA works with branch leadership and teammates to prioritize high-impact activities and coordinate work with branch priorities and client needs. The role supports clients’ financial journeys and aims to provide a strong, personalized client experience. The FWA processes financial transactions, identifies opportunities to deepen client relationships, resolves complex servicing issues, and provides customized financial wellness recommendations. The associate develops partnerships with branch teammates and business partners, supports client acquisition and relationship growth, maintains current knowledge of products and policies, and follows compliance, audit, security, and cash-balancing procedures. Saturday work may be directed by management. The position is office-based and may require driving 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 techniques 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 clients’ 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 ATMs, online banking, 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 build client trust and rapport through personalized interactions and effective communication.
Ability to process cash transactions accurately, maintain cash drawer balance, and ensure 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 drive to multiple locations.

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 opportunities, 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 guidelines.
Build partnerships with branch teammates and lines of business to support client acquisition and deepen current client relationships.
Manage internal and external centers of influence.
Review product guides, fees, and policies to stay current on offerings.
Work Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ and Key’s best interests.