Financial Wellness Associate

KeyBank • Olympia, WA

4d • Onsite

About The Position

The Financial Wellness Associate (FWA) serves as a problem solver, trusted advisor, and partner to people and businesses in KeyBank communities. The role splits time between client servicing and transaction support (70%) and engaging clients in deeper conversations to identify needs and provide guidance and solutions that support financial wellness (30%), both in person and through proactive calling. As part of a branch team in a hybrid platform role, the FWA works with branch leadership and teammates to prioritize high-impact activities and align time with business priorities and client needs.

The FWA provides a strong client experience, processes financial transactions, resolves more complex servicing issues, and offers customized financial wellness recommendations. The associate builds relationships with clients and branch and business partners, supports client acquisition and relationship growth, and follows compliance, audit, security, and cash-balancing procedures. Saturday work may be directed by management.

Requirements

• High school diploma, GED, or equivalent business experience.
• Experience developing current and new client relationships, achieving sales goals, and building referral sources through techniques such as tele-consulting, outside calling, prospecting, and networking.
• Experience with cash handling.
• 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.
• 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 educate clients about financial concepts, products, and services and support their financial health through planning and tailored strategies.
• Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products.
• Ability to build trust and rapport through personalized interactions and effective communication.
• Ability to process cash transactions accurately, maintain cash drawer balance, and ensure security and compliance in cash operations.
• Strong communication, trust-building, and relationship-management skills.
• Ability to gain market insight and identify trends to provide sound financial strategies.
• Ability to operate a motor vehicle with a valid driver's license; may need to drive to multiple locations in a single day.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and recognizing the personal, professional, and financial impact of each interaction.
• Accurately process financial service transactions and identify opportunities to deepen or expand client relationships during transactions.
• Serve as a resource for identifying and resolving complex client servicing issues.
• Listen for financial wellness opportunities 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.
• Build partnerships with branch teammates and lines of business to support client acquisition and deepen relationships with existing clients.
• 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 duties as assigned; duties and activities may change or be added.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for company benefits; specific benefits are not listed in the posting.

What This Job Offers

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