Financial Wellness Associate

KeyBank is a financial services company that values client relationships and community engagement. The Financial Wellness Associate plays a vital role in providing personalized financial guidance and support to clients, ensuring a strong client experience while achieving individual goals and fostering team collaboration.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship
• Acts as a resource to identify and resolve more complex client servicing issues
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients
• Consistently attains individual activity, behavior, and outcome goals and expectations
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines
• Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings
• Work on Saturdays as directed by management
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Skills

• High School Diploma GED, or equivalent business experience
• Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking
• Experienced in cash handling
• General understanding of PC with Windows based applications and calculator
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key
• Notary License within 180 Days

Company Overview