Financial Wellness Associate

KeyBank • West Haverstraw, NY

1d • Onsite

About The Position

The Financial Wellness Associate (FWA) is a hybrid platform role on a KeyBank branch team, serving as a problem solver, trusted advisor, and partner to clients and businesses in the community. The associate spends approximately 70% of their time on client servicing and transaction support and 30% engaging clients in deeper conversations to uncover needs and provide financial-wellness guidance and solutions, both in person and through proactive calling. The FWA works with branch leadership and teammates to coordinate high-impact activities around branch priorities and client needs.

The role includes processing financial transactions, resolving client service issues, identifying opportunities to deepen client relationships, and making customized financial-wellness recommendations. The associate supports client acquisition and relationship growth, follows compliance, audit, and security procedures, and participates in branch huddles and end-of-day debriefs. Saturday work may be directed by management. The position is office-based and may require travel between locations during 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.
• Experience handling cash.
• General understanding of PCs, Windows-based applications, and calculators.
• Working knowledge of digital technology, including mobile devices, apps, and web-based 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 proactively educating clients on access channels.
• Strong work ethic, integrity, and time-management skills.
• Ability to support 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 help clients make informed decisions.
• Ability to build trust and rapport through personalized interactions and effective communication.
• Ability to process cash transactions accurately, maintain cash-drawer balance, and follow security and compliance requirements.
• Strong communication, trust-building, and relationship-management skills.
• Ability to gain market insight and identify trends to inform financial strategies.
• Ability to operate a motor vehicle with a valid driver's license if required to drive to multiple locations.

Nice To Haves

• Notary license within 180 days.

Responsibilities

• Provide a strong client experience and be present with clients and teammates.
• Accurately process financial-service transactions and identify 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 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 guidelines.
• Partner with branch teammates and other lines of business to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence.
• Review and maintain knowledge of product guides, fees, policies, and current offerings.
• Educate clients on available access channels and digital platforms, including ATM, online, and telephone banking.
• Work Saturdays as directed by management.
• Perform other assigned duties, which may change or be added.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The posting refers applicants to a benefits list for benefits for which the position is eligible but does not specify the benefits.

What This Job Offers

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