Financial Wellness Associate

KeyBank • Dayton, OH

10d • Onsite

About The Position

The Financial Wellness Associate (FWA) supports clients and businesses in Key Bank communities as a problem solver, trusted advisor, and partner. The role splits time between client servicing and transaction support (70%) and engaging clients in deeper 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 activities and support branch performance through effective coordination around business priorities and client needs.

The FWA delivers a strong client experience, processes financial transactions, helps resolve complex servicing issues, and makes tailored financial wellness recommendations. The role builds client relationships, supports acquisition and relationship deepening, meets individual activity and outcome expectations, and follows compliance, audit, security, and cash-balancing procedures. The position is office-based, and work on Saturdays may be directed by management. The role may involve driving to multiple locations in 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 activities such as tele-consulting, outside calling, prospecting, and networking.
• Experience in cash handling.
• 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 on Key digital platforms and capabilities.
• Knowledge of client accounts and banking relationships, and sound judgment when working with clients 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 educate clients on financial concepts, products, and services and provide tailored financial wellness guidance.
• Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products.
• Strong communication, trust-building, and relationship-management skills.
• Ability to gain market insight and identify trends to inform financial strategies.
• Valid driver's license and ability to operate a motor vehicle if driving to multiple locations is required.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide an attentive, strong client experience and be present with clients and teammates.
• Accurately process financial service transactions and identify opportunities to deepen client relationships.
• Help identify and resolve more complex client servicing issues.
• Listen for financial wellness needs and transition clients to appropriate guidance, either personally or through a Banker.
• 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.
• Build partnerships with branch teammates and line-of-business partners to support client acquisition 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; duties, responsibilities, and activities may change.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are available; specific benefits are not listed in the posting.

What This Job Offers

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