Financial Wellness Associate
About The Position
The Financial Wellness Associate (FWA) serves clients and businesses in Key Bank communities as a problem solver, trusted advisor, and partner. The role divides time between client servicing and transaction support (70%) and engaging clients in deeper conversations to identify needs and provide guidance and solutions that support their financial wellness (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 time around business priorities and client needs. The position is based at 1920 Tiffin Avenue, Findlay, Ohio 45840, and is categorized as office-based. The role may require driving to multiple locations in a single day and working Saturdays as directed by management. The position pays a base hourly rate of $19.23–$28.37, with placement determined by factors including skills, experience, and geographic location. Incentive compensation may also include production, commission, and/or discretionary incentives. The posting references a benefits list for which the position is eligible but does not specify the benefits in the supplied description.
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 in cash handling.
- General understanding of PCs with 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 clients’ accounts and business with the bank, with sound judgment in client interactions and transactions.
- Strong sales and service skills, including presenting products and services and proactively educating clients about available access channels.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Knowledge of financial products such as loans, credit cards, and investment options, and ability to recommend suitable products to clients.
- Strong communication, trust-building, and relationship-management skills.
- Ability to operate a motor vehicle with a valid driver’s license if required to drive to multiple locations.
Nice To Haves
- Obtain a Notary License within 180 days (preferred).
Responsibilities
- Provide a strong client experience by being present with clients and teammates and recognizing the impact 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, transition clients to a Banker when appropriate, and 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 applicable guidelines.
- Build partnerships with branch teammates and lines of business to support client acquisition and deepen current client relationships; manage internal and external centers of influence.
- Review and maintain knowledge of product guides, fees, and policies.
- Work Saturdays as directed by management.
- Perform other assigned duties, which may change or be added with or without notice.
- Comply with KeyBank policies and procedures, conduct business ethically and professionally, avoid conflicts of interest, and act in the best interests of Key and its clients.
- Promote and support clients’ financial health through education, planning, and tailored financial strategies.
- Educate clients about financial concepts, products, services, and available access channels, including ATM, Online Banking, and Telephone Banking.
- Build client trust and rapport through consistent, personalized interactions and effective communication.
- Process cash transactions accurately, maintain cash drawer balance, and ensure security and compliance in cash operations.
- Gain market insight and identify trends to provide sound financial strategies.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
