Financial Wellness Associate - 30 Hour
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 divides time between client servicing and transaction support (70%) and deeper client conversations to identify needs and provide financial wellness guidance and solutions (30%), both in person and through proactive calling. As part of the branch team in a hybrid platform role, the FWA works with branch leadership and teammates to prioritize high-impact activities and coordinate work around business priorities and client needs. The FWA provides a strong client experience, accurately processes financial transactions, resolves complex servicing issues, and recommends customized financial wellness solutions. The role supports branch performance by building client relationships, meeting individual goals, coordinating with teammates and business partners, and following applicable compliance, audit, and security procedures. The position is office-based at the listed Seattle location 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 using techniques such as tele-consulting, outside calling, prospecting, and networking.
- Experience in cash handling.
- 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 clients’ accounts and business with the bank, with sound judgment regarding clients and transactions.
- Strong sales and service skills, including presenting products and services and proactively 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 promote 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 educate clients on financial concepts, products, and services.
- Ability to develop 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 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 hand use and forward reach, and occasional bending and lifting.
Nice To Haves
- Notary license within 180 days.
Responsibilities
- Provide a strong client experience by being present with clients and teammates and recognizing the effect of interactions on clients’ personal, professional, and financial well-being.
- Accept and accurately process financial service transactions while identifying opportunities to deepen and expand client relationships.
- Identify and resolve more 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.
- Consistently 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 applicable guidelines.
- Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen current relationships; 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, responsibilities, or activities may change or be added at any time.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
