Financial Wellness Associate - Louisville
About The Position
The Financial Wellness Associate (FWA) is a hybrid platform role on the branch team, supporting clients and businesses in Key Bank communities. The role divides time between client servicing and transaction support (70%) and engaging clients in deeper conversations to identify needs and provide financial wellness guidance and solutions, including through proactive calling efforts (30%). The FWA works with branch leadership and teammates to prioritize activities around business priorities and client needs. The position is office-based at 214 S Chapel Boulevard, Louisville, Ohio 44641, and may require travel to multiple locations in a single day. Saturday work may be directed by management. The FWA delivers client service, processes financial transactions, identifies opportunities to strengthen client relationships, and provides customized financial wellness recommendations. The role also supports branch performance through teamwork, client acquisition and relationship development, compliance and security practices, and participation in branch huddles and debriefs. The position requires a high school diploma, GED, or equivalent business experience; relevant experience in relationship development, sales goals, referrals, cash handling, and digital banking; and the ability to operate a motor vehicle with a valid driver's license when required. The position offers a base hourly rate of $19.23–$28.37, with placement based on factors including skills, experience, and location. Incentive compensation may include production, commission, and/or discretionary incentives. The posting refers applicants to a separate list for eligible benefits but does not specify the benefits in the description.
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 applications and web-based browsing, and ability to educate clients about digital platforms and capabilities.
- Ability to operate a motor vehicle with a valid driver's license if driving to multiple locations is required.
- Strong sales and service skills, including presenting products and services and educating clients about access channels.
- Strong work ethic and high integrity.
- Excellent time-management skills.
- Ability to promote clients' financial health through education, planning, and tailored strategies.
- Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products.
- Ability to explain financial concepts, products, and services to clients.
- Strong communication, trust-building, and relationship-management skills.
- Ability to gain market insight and identify trends to inform financial strategies.
- Ability to comply with KeyBank's values and Code of Conduct.
Nice To Haves
- Notary license within 180 days (preferred).
Responsibilities
- Provide attentive, client-centered service and support a strong client experience culture.
- Accurately process financial service transactions and identify opportunities to deepen client relationships during transactions.
- Identify and resolve more complex client servicing issues.
- Listen for financial wellness needs and transition clients to the associate 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 established guidelines.
- Partner with branch teammates and line-of-business partners to acquire clients 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 duties as assigned and comply with KeyBank policies and procedures.
- Educate clients on digital platforms and capabilities within Key.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
