Financial Wellness Associate

KeyBank • Caldwell, ID

3d • Onsite

About The Position

The Financial Wellness Associate (FWA) is a problem solver, trusted advisor, and partner to clients and businesses within Key Bank communities. FWAs divide their time between client servicing and transaction support (70%), and engaging clients in deeper conversations to uncover needs and provide guidance and solutions for their financial wellness, both in person and through proactive calling efforts (30%). As part of a 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 relies on effective branch choreography and clear coordination among team members to align time with business priorities and client needs. KeyBank believes in the opportunity and privilege to help clients advance in their financial journey, taking pride in serving clients and ensuring they feel supported.

Requirements

• High School Diploma GED, or equivalent business experience (required)
• 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 (required)
• Experienced in cash handling (required)
• General understanding of PC with Windows based applications and calculator (required)
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Nice To Haves

• Notary License within 180 Days (preferred)

Responsibilities

• Embody a strong client experience culture, being present with every client and teammate and realizing the impact on their day, personally, professionally, and financially.
• Accept and accurately process all financial service transactions, identifying opportunities during transactions to deepen and expand client relationships.
• Act as a resource to identify and resolve more complex client servicing issues.
• Listen for financial wellness opportunities during client conversations and appropriately transition clients individually or to a Banker; provide effective and customized financial wellness recommendations.
• 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, and balance cash drawer within balancing guidelines.
• Develop strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships with 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 acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Benefits

• Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
• This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour.
• Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
• list of benefits for which this position is eligible

What This Job Offers

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