Part Time - Financial Wellness Associate

KeyBank • Englewood, OH

1d • Onsite

About The Position

The Financial Wellness Associate (FWA) at KeyBank serves as a problem solver, trusted advisor, and partner to clients within the Key Bank communities. This hybrid platform role involves splitting time between client servicing and transaction support (70%) and engaging clients in deeper conversations to uncover financial needs, providing guidance and solutions both in person and through proactive calling efforts (30%). The FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring strategic use of time to support branch performance and client needs. The role emphasizes effective branch choreography and a strong client experience culture, aiming to help clients in their financial journey and make them feel supported.

Requirements

• High School Diploma GED, or equivalent business experience
• 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.
• Experienced in cash handling.
• General understanding of PC with Windows based applications and calculator.
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.
• Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
• Strong work ethic and high level of integrity.
• Excellent time management skills.
• Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
• Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
• Educating clients on financial concepts, products, and services to empower them to make informed decisions.
• Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
• Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
• Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
• Ability to gain market insight and spot trends to provide sound financial strategies.
• Ability to operate a motor vehicle with a valid driver's license required.

Nice To Haves

• Notary License within 180 Days

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker.
• Provides effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients.
• Effectively manages internal and external centers of influence.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Work on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Benefits

• 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. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

What This Job Offers

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