Financial Wellness Associate

KeyBank•South Burlington, VT

1d•$19 - $28•Onsite

About The Position

The Financial Wellness Associate (FWA) serves as a problem solver, trusted advisor, and partner to clients and businesses in KeyBank communities. The role divides time between client servicing and transaction support (approximately 70%) and deeper client conversations to uncover needs and offer guidance and solutions that support financial wellness (approximately 30%). Engagement includes in-person conversations and proactive calling. As part of the branch team in a hybrid platform role, the FWA works with branch leadership and teammates to prioritize high-impact activities and align time with branch performance, business priorities, and client needs. The position is a hire-ahead role based at 1795 Williston Road in South Burlington, Vermont, and requires flexibility to work at area branches. The role may require driving to multiple locations in a day. Saturday work is required as directed by management.

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 in cash handling.
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 when working with clients 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 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 educate clients on 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, relationship-management, and trust-building 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.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

Nice To Haves

Obtain a notary license within 180 days (preferred).

Responsibilities

Provide a strong client experience by being present with clients and teammates and supporting clients personally, professionally, and financially.
Accept and accurately process financial service transactions while identifying opportunities to deepen and expand client relationships.
Identify and resolve more complex client servicing issues.
Listen for financial wellness opportunities and transition clients to appropriate guidance, either directly or through a Banker.
Provide effective, customized financial wellness recommendations to clients.
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 line-of-business partners to support client acquisition and deepen existing relationships; manage internal and external centers of influence.
Review product guides, fees, and policies and maintain current knowledge of offerings.
Work Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including ethical and professional conduct and acting in clients' and Key's best interests.