Financial Wellness Associate

KeyBank • Findlay, OH

4d • Onsite

About The Position

The Financial Wellness Associate (FWA) serves as a problem solver, trusted advisor, and partner to clients and businesses in KeyBank communities. The role divides time between client servicing and transaction support (70%) and deeper client conversations to identify needs and provide financial wellness guidance and solutions, including proactive calling efforts (30%). As part of the branch team in a hybrid platform role, the FWA works with branch leadership and teammates to prioritize activities in alignment with branch performance, business priorities, and client needs.

The FWA provides a strong client experience by processing financial transactions, resolving servicing issues, identifying opportunities to deepen client relationships, and offering customized financial wellness recommendations. The role requires partnership with branch teammates and other lines of business, consistent achievement of activity and outcome expectations, and adherence to compliance, audit, security, and cash-balancing procedures. The position is office-based in Findlay, Ohio, and may require travel between locations.

Requirements

• High school diploma, GED, or equivalent business experience.
• Experience developing current and new client relationships, achieving sales goals, and building referral sources through activities such as tele-consulting, outside calling, prospecting, and networking.
• Experience handling cash.
• General understanding of PCs, Windows-based applications, and calculators.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key 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 educating clients about access channels such as ATMs, online banking, and telephone banking.
• Strong work ethic and high level of integrity.
• Excellent time-management skills.
• Ability to support clients' financial health through education, planning, and tailored financial strategies.
• Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products.
• Ability to build client trust and rapport through personalized interactions and effective communication.
• Ability to accurately process cash transactions, maintain cash drawer balance, and follow security and compliance practices.
• Strong communication, relationship-management, and trust-building skills.
• Ability to gain market insight and identify trends.
• Ability to communicate face-to-face and by phone with clients.
• Ability to operate a motor vehicle with a valid driver's license if driving between locations is needed.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide a strong client experience and be present and engaged 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 opportunities and transition clients to a Banker when appropriate.
• Provide customized financial wellness recommendations and educate clients about financial concepts, products, services, and available access channels.
• 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 the cash drawer within applicable guidelines.
• Develop partnerships with branch teammates and line-of-business partners to support client acquisition and relationship growth.
• Manage internal and external centers of influence.
• Review and maintain knowledge of product guides, fees, policies, and current offerings.
• Work Saturdays as directed by management.
• Perform other assigned duties, which may change or be added.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
• Potentially drive to multiple locations in a single day.

Benefits

• Incentive compensation may include production, commission, and/or discretionary incentives.
• The position is eligible for a list of benefits referenced in the posting, but specific benefits are not listed.

What This Job Offers

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