Financial Wellness Associate

KeyBank•Belfast, ME

2d•Onsite

About The Position

The Financial Wellness Associate (FWA) is a hybrid platform role on the branch team, supporting clients and businesses in KeyBank communities. The role divides time between client servicing and transaction support (approximately 70%) and deeper client conversations to identify needs and provide financial wellness guidance and solutions (approximately 30%), in person and through proactive calling. The FWA works with branch leadership and teammates to coordinate activities around business priorities and client needs. The position is office-based at 111 Main Street, Belfast, Maine 04915, and may require travel between locations in a single day. Saturday work may be assigned 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.
Cash-handling experience.
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 educating clients about access channels such as ATMs, Online Banking, and Telephone Banking.
Strong work ethic and high integrity.
Excellent time-management skills.
Ability to educate clients on 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.
Strong communication, trust-building, and relationship-management skills.
Ability to gain market insight and identify trends to inform financial strategies.
Valid driver's license and ability to operate a motor vehicle, if required to drive to multiple locations.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

Notary license within 180 days (preferred).

Responsibilities

Provide a strong client experience and be present with each client and teammate.
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, transition clients to a Banker when appropriate, and provide customized recommendations.
Meet individual activity, behavior, and outcome goals.
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.
Build partnerships with branch teammates and line-of-business partners to support client acquisition and deepen existing relationships; manage internal and external centers of influence.
Keep current on product guides, fees, policies, and offerings.
Work Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies and procedures, including professional and ethical conduct.