Financial Wellness Associate

KeyCorp
United States
Workplace: HybridFull timeUSD 19.23 - 28.37 hourlyFunction: OtherEducation: high_schoolSkills: ["Client service","Sales skills","Integrity","Time management","Communication"]

Serve as a trusted advisor in a branch-based hybrid platform, splitting time between client servicing and transaction support while uncovering financial wellness needs. Accurately process financial transactions, resolve complex servicing issues, and provide customized recommendations or transition clients to bankers. Meet individual goals, support client acquisition and relationship deepening through calls and in-person touchpoints, and ensure compliance and security in cash operations.

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FursaFursa
KeyCorp
KeyCorp
11 hours ago

Financial Wellness Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Serve as a trusted advisor in a branch-based hybrid platform, splitting time between client servicing and transaction support while uncovering financial wellness needs. Accurately process financial transactions, resolve complex servicing issues, and provide customized recommendations or transition clients to bankers. Meet individual goals, support client acquisition and relationship deepening through calls and in-person touchpoints, and ensure compliance and security in cash operations.
Location: United States
Workplace: Hybrid
Employment Type: Full time

Key Responsibilities

  • •Provide a strong client experience by being present with clients and teammates and supporting client needs personally, professionally, and financially.
  • •Accurately process financial service transactions and identify opportunities to deepen and expand client relationships.
  • •Resolve more complex client servicing issues and transition clients to bankers when appropriate.
  • •Listen for financial wellness opportunities during conversations and deliver customized recommendations to assist clients’ financial wellness.
  • •Meet individual activity, behavior, and outcome goals; participate in morning huddles and end-of-day debriefs while following compliance, audit, and security procedures.

Pay and Benefits

Salary: USD 19.23 - 28.37 hourly

Key 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 handling cash.
  • •General understanding of PC with Windows-based applications and a calculator.
  • •Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms.
Education:High School
Skills:Client serviceSales skillsIntegrityTime managementCommunication
Licenses:Notary License
Tech Stack:WindowsMobileAppsWeb browsing

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn