Financial Wellness Associate

KeyBank•Estacada, OR

1d•$19 - $28•Onsite

About The Position

The Financial Wellness Associate (FWA) is a hybrid platform role on the KeyBank branch team, serving as a problem solver, trusted advisor, and partner to clients and local businesses. The associate spends approximately 70% of their time on client servicing and transaction support, and 30% engaging clients in deeper conversations to identify needs and offer guidance and financial wellness solutions, both in person and through proactive calling. The role works closely with branch leadership and teammates to prioritize activities in alignment with business priorities and client needs. The FWA provides a strong client experience, accurately processes financial transactions, resolves complex servicing issues, identifies opportunities to strengthen client relationships, and offers customized financial wellness recommendations. The role also supports branch performance through coordinated teamwork, client acquisition, referrals, compliance, and security practices. Saturday work may be directed by management. This is an office-based position at 271 SW Broadway, Estacada, Oregon 97023. The position may require driving to multiple locations in a single day. The base hourly pay range is $19.23–$28.37, with additional incentive compensation that may include production, commission, and/or discretionary incentives. Benefits are referenced by the posting, but specific benefits are not listed.

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 in cash handling.
General understanding of PCs with Windows-based applications and a calculator.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key’s digital platforms and capabilities.
Knowledge of client accounts and banking relationships, with sound judgment regarding clients and transactions.
Strong sales and service skills, including presenting products and services and proactively educating clients about ATM, online, and telephone banking.
Strong work ethic and high integrity.
Excellent time management skills.
Ability to educate clients about financial concepts, products, and services.
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 accurately process cash transactions, maintain cash drawer balance, and ensure security and compliance in cash operations.
Strong communication, relationship management, and trust-building skills.
Ability to gain market insight and identify trends to provide financial strategies.
Ability to operate a motor vehicle with a valid driver’s license if driving to multiple locations is required.
Ability to meet the listed physical demands, including prolonged standing, frequent use of hands, occasional bending and lifting, and frequent reaching and light lifting.

Nice To Haves

Notary license within 180 days (preferred).

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 during transactions.
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.
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 line-of-business partners on client acquisition and relationship deepening; manage internal and external centers of influence.
Maintain knowledge of product guides, fees, policies, and current offerings.
Work on Saturdays as directed by management.
Perform other duties as assigned, including duties or activities that may change or be added.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.
Educate clients on products, services, digital platforms, and available access channels.
Promote clients’ financial health through education, planning, and tailored financial strategies.
Drive to multiple locations in a single day when needed.