Financial Wellness Associate - Bilingual Spanish Preferred

KeyBank•Pawling, NY

14h•Onsite

About The Position

The Financial Wellness Associate (FWA) serves as a problem solver, trusted advisor, and partner to people and businesses in KeyBank communities. The role divides time between client servicing and transaction support (about 70%) and engaging clients in deeper conversations to uncover needs and provide financial wellness guidance and solutions (about 30%), both in person and through proactive calling. As part of the branch team in a hybrid platform role, the FWA coordinates with branch leadership and teammates to prioritize activities in line with branch performance priorities and client needs. The FWA provides a strong client experience, processes financial transactions accurately, resolves more complex servicing issues, identifies opportunities to deepen client relationships, and makes customized financial wellness recommendations. The position is office-based at 3 West Main Street, Pawling, New York 12564. Saturday work may be directed by management. The role may require 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 methods 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 ATMs, online banking, and telephone banking.
Strong work ethic and high integrity.
Excellent time-management skills.
Ability to promote 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 develop client trust and rapport through personalized interactions and effective communication.
Ability to accurately process cash transactions, 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 financial strategies.
Ability to operate a motor vehicle and hold a valid driver’s license; may need to drive to multiple locations in a single day.
Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and lifting items weighing up to 30 pounds.

Nice To Haves

Bilingual Spanish preferred.
Notary license preferred, to be obtained within 180 days.

Responsibilities

Provide a strong client experience and be present 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 and transition clients to oneself 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.
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 to remain current on offerings.
Work Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including professional and ethical conduct.