Financial Wellness Associate

KeyCorp
United States
Workplace: OnsiteFull timeUSD 19.23 - 28.37 hourlyFunction: SalesEducation: high_schoolSkills: ["Client focus","Problem-solving","Sales and service skills","Time management","Integrity"]

Serve as a trusted financial wellness advisor by partnering with clients and businesses in Key Bank communities. Split time between client servicing and transaction support while proactively engaging clients to identify needs and provide tailored guidance. Process financial transactions accurately, resolve more complex servicing issues, follow compliance and security procedures, and coordinate with branch teammates to support branch performance and client acquisition through referrals and outreach.

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FursaFursa
KeyCorp
KeyCorp
5 days ago

Financial Wellness Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a trusted financial wellness advisor by partnering with clients and businesses in Key Bank communities. Split time between client servicing and transaction support while proactively engaging clients to identify needs and provide tailored guidance. Process financial transactions accurately, resolve more complex servicing issues, follow compliance and security procedures, and coordinate with branch teammates to support branch performance and client acquisition through referrals and outreach.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Embody a strong client experience culture by being present with clients and teammates and delivering client impact personally, professionally, and financially.
  • •Accept and accurately process financial service transactions while identifying opportunities to deepen and expand client relationships.
  • •Act as a resource to identify and resolve more complex client servicing issues.
  • •Listen for financial wellness opportunities during client conversations and transition clients to a Banker when appropriate; provide customized recommendations and guidance.
  • •Follow compliance, audit, and security procedures, balance the cash drawer within guidelines, and participate in branch 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, GED, or equivalent business experience (required).
  • •Experience developing current and new client relationships, achieving sales goals, and building referral sources via tele-consulting, outside calling, prospecting, and networking (required).
  • •Experience with cash handling (required).
  • •General understanding of PC with Windows-based applications and a calculator (required).
  • •Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms within Key (required).
Education:High School
Skills:Client focusProblem-solvingSales and service skillsTime managementIntegrity
Certifications:Notary License
Tech Stack:WindowsPCMobileAppsWeb browsingCalculatorATMOnline and telephone 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