Financial Wellness Associate

KeyBank • Seattle, WA

4d • Onsite

About The Position

The Financial Wellness Associate (FWA) is a hybrid platform role on a KeyBank branch team, serving as a problem solver, trusted advisor, and partner to people and businesses in the community. The role spends approximately 70% of its time on client servicing and transaction support and 30% engaging clients in deeper conversations to identify needs and offer guidance and solutions that support their financial wellness, both in person and through proactive calling. The FWA works with branch leadership and teammates to coordinate high-impact activities around business priorities and client needs.

The position supports clients’ financial journeys by providing an attentive client experience, accurately processing financial transactions, resolving complex servicing issues, and offering customized financial wellness recommendations. It also contributes to client acquisition and relationship growth, meets individual activity and outcome goals, follows compliance and security procedures, and may work Saturdays as directed by management. Other duties may be assigned or changed.

This office-based position is located at 2401 34th W, Seattle, Washington 98199. It may require travel between locations during a day. The listed base hourly pay range is $19.23–$28.37, with potential incentive compensation. Placement in the range depends on factors including skills, experience, and geographic location. The job posting expires January 8, 2027.

Requirements

• High school diploma, GED, or equivalent business experience.
• Experience developing current and new client relationships, achieving sales goals, and building referral sources through activities such as tele-consulting, outside calling, prospecting, and networking.
• Cash-handling experience.
• 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 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 level of 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 explain financial concepts, products, and services to clients.
• 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 driving to multiple locations is required.
• Ability to meet the physical demands of the position, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide an attentive, strong client experience to 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 the associate or a Banker as 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 guidelines.
• Partner with branch teammates and line-of-business partners on client acquisition and relationship growth; manage internal and external centers of influence.
• Keep current on product guides, fees, policies, and offerings.
• Work Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies and procedures.

What This Job Offers

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