Financial Wellness Associate
About The Position
The Financial Wellness Associate (FWA) serves as a problem solver, trusted advisor, and partner to individuals and businesses in KeyBank communities. The role is split between client servicing and transaction support (70%) and engaging clients in deeper conversations to identify needs and provide guidance and solutions that support financial wellness (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 high-impact activities and coordinate time around business priorities and client needs. The FWA provides a strong client experience, processes financial transactions, identifies opportunities to deepen client relationships, resolves complex servicing issues, and offers customized financial wellness recommendations. The role also involves meeting individual activity and outcome goals, collaborating with branch and business partners, maintaining current knowledge of products and policies, and following compliance, audit, security, and cash-balancing procedures. Saturday work may be directed by management. The position is office-based in Olympia, Washington, and 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 tele-consulting, outside calling, prospecting, or 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 KeyBank 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 proactively educating clients about access channels.
- Strong work ethic, integrity, time management, communication, trust-building, and relationship-management skills.
- 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, and to identify market insight and trends for financial strategies.
- Ability to meet the physical demands of the role, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and communicating with clients face to face and by phone.
- May need to drive to multiple locations in a single day; a valid driver’s license and ability to operate a motor vehicle are required.
- Work Saturdays as directed by management.
Nice To Haves
- Notary license within 180 days.
Responsibilities
- Provide a strong client experience and be present and attentive 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 needs and transition clients to a Banker when appropriate; provide 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 applicable guidelines.
- Build partnerships with branch teammates and line-of-business partners to support client acquisition and relationship growth; manage internal and external centers of influence.
- Review product guides, fees, and policies to maintain current knowledge of offerings.
- Work on Saturdays as directed by management.
- Perform other duties as assigned and comply with KeyBank policies and procedures, including ethical conduct and acting in clients’ best interests.
- Educate clients about available access channels and digital platforms, including ATM, online, telephone, mobile, and web-based services.
- Promote clients’ financial health through education, planning, and tailored financial strategies.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
