Financial Wellness Associate

KeyBank • Willow Grove, PA

2d • Onsite

About The Position

The Financial Wellness Associate is a hybrid platform role on a KeyBank branch team, splitting time between client servicing and transaction support (70%) and client conversations and proactive calling to identify financial wellness needs and provide guidance and solutions (30%). The associate coordinates with branch leadership and teammates to align activities with business priorities and client needs, and helps clients move forward in their financial journey.

This role processes financial transactions, resolves client servicing issues, identifies opportunities to deepen client relationships, and provides customized financial wellness recommendations. It also supports branch performance through client relationship development, collaboration with teammates and business partners, and adherence to compliance, audit, security, and cash-balancing procedures. The position is office-based in Willow Grove, Pennsylvania, 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 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 applications and web browsing, and ability to educate clients about Key digital platforms and capabilities.
• Strong sales and service skills, time management, communication, trust-building, and relationship-management skills.
• Strong work ethic, integrity, and sound judgment with client accounts and transactions.
• Ability to process cash transactions accurately, maintain cash drawer balance, and follow security and compliance requirements.
• Ability to operate a motor vehicle with a valid driver's license if driving to multiple locations is needed.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide a strong client experience by being present and responsive with clients and teammates.
• Accurately process financial service transactions and identify opportunities to deepen client relationships during transactions.
• Identify and resolve 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 and educate clients about financial concepts, products, services, and digital banking capabilities.
• 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 current client relationships; manage internal and external centers of influence.
• Review and maintain knowledge of product guides, fees, and policies.
• Work Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies and procedures.
• Drive to multiple locations in a single day if needed.

What This Job Offers

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