Financial Wellness Associate

KeyBank•Longmont, CO

1d•Hybrid

About The Position

The Financial Wellness Associate (FWA) at KeyBank serves as a problem solver, trusted advisor, and partner to clients within Key Bank communities. This role is split between client servicing and transaction support (70% of time) and engaging clients in deeper conversations to uncover needs, provide guidance, and offer solutions for financial wellness, both in person and through proactive calling efforts (30% of time). As a member of the branch team in a hybrid platform role, the FWA collaborates closely with branch leadership and teammates to prioritize high-impact activities, ensuring strategic use of time to support branch performance. Success hinges on effective branch choreography and clear coordination to align with business priorities and client needs. KeyBank is committed to helping clients advance their financial journey, taking pride in serving them and making them feel strongly supported. KeyBank is an organization dedicated to helping employees unlock their potential and discover what drives them, fostering a supportive, flexible, and inclusive work environment with challenging projects, accessible leaders, and opportunities for growth.

Requirements

High School Diploma GED, or equivalent business experience.
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking.
Experienced in cash handling.
General understanding of PC with Windows based applications and calculator.
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.
Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
Strong work ethic and high level of integrity.
Excellent time management skills.
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
Educating clients on financial concepts, products, and services to empower them to make informed decisions.
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
Ability to gain market insight and spot trends to provide sound financial strategies.

Nice To Haves

Notary License within 180 Days

Responsibilities

Embody a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Accept and accurately process all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
Act as a resource to identify and resolve more complex client servicing issues.
Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provide effective and customized financial wellness recommendations to clients.
Consistently attain 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, balance cash drawer within balancing guidelines.
Develop strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external centers of influence.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
Work on Saturdays as directed by management.
Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
Comply with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.