Financial Wellness Associate

KeyCorp
United States
Workplace: HybridFull timeUSD 19.23 - 28.37 hourlyFunction: SalesEducation: high_schoolSkills: ["Client experience","Sales and service","Time management","Integrity","Relationship management"]

Serve clients and businesses by processing financial transactions, spotting opportunities to deepen relationships, and uncovering financial wellness needs through in-person client servicing and proactive calling. Collaborate with the branch team in a hybrid platform role to prioritize high-impact activities that support branch performance. Provide customized financial wellness recommendations, facilitate more complex issue resolution, and consistently meet individual activity and outcome goals while following compliance and security procedures.

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FursaFursa
KeyCorp
KeyCorp
12 hours ago

Financial Wellness Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Serve clients and businesses by processing financial transactions, spotting opportunities to deepen relationships, and uncovering financial wellness needs through in-person client servicing and proactive calling. Collaborate with the branch team in a hybrid platform role to prioritize high-impact activities that support branch performance. Provide customized financial wellness recommendations, facilitate more complex issue resolution, and consistently meet individual activity and outcome goals while following compliance and security procedures.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Process financial service transactions accurately and identify opportunities to deepen and expand client relationships
  • •Resolve more complex client servicing issues as a resource to teammates
  • •Listen for financial wellness opportunities during client conversations and transition clients to appropriate partners or provide tailored recommendations
  • •Maintain knowledge of product guides, fees, and policies to stay current on offerings
  • •Follow compliance, audit, and security procedures, balance the cash drawer, and participate in morning huddles and end-of-day debriefs
Travel: Low travel

Pay and Benefits

Salary: USD 19.23 - 28.37 hourly

Key Requirements

  • •High School Diploma or GED, or equivalent business experience
  • •Experience developing current and new client relationships and achieving sales goals through tele-consulting, outside calling, prospecting, and networking
  • •Experience with cash handling
  • •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 experienceSales and serviceTime managementIntegrityRelationship management
Licenses:Notary License
Tech Stack:WindowsPCCalculatorMobileAppsWeb-based browsingATMOnline BankingTelephone Banking

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