Financial Wellness Associate

KeyCorp
Columbus
Workplace: HybridFull timeUSD 19.23 - 28.37 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client experience","Sales and service","Integrity","Time management","Communication"]

Serve as a problem-solver and trusted advisor for KeyBank clients in a hybrid branch team, splitting time between client servicing and transaction support and proactively engaging clients to uncover needs. Accept and process financial transactions, resolve more complex servicing issues, and transition clients to bankers when appropriate. Drive consistent individual goals, participate in huddles/debriefs, and ensure compliance, security, and cash drawer accuracy while supporting branch performance.

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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
Reposted: similar role first listed 4 weeks ago

Job Summary

Serve as a problem-solver and trusted advisor for KeyBank clients in a hybrid branch team, splitting time between client servicing and transaction support and proactively engaging clients to uncover needs. Accept and process financial transactions, resolve more complex servicing issues, and transition clients to bankers when appropriate. Drive consistent individual goals, participate in huddles/debriefs, and ensure compliance, security, and cash drawer accuracy while supporting branch performance.
Location: Columbus
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Process financial service transactions accurately and identify opportunities to deepen and expand client relationships.
  • •Provide resources to identify and resolve more complex client servicing issues.
  • •Engage clients through conversations, listen for financial wellness opportunities, and provide customized recommendations or transition clients to a banker.
  • •Achieve individual activity, behavior, and outcome goals and expectations consistently.
  • •Follow compliance, audit, and security procedures, balance the cash drawer within guidelines, and participate in huddles and debriefs.

Pay and Benefits

Salary: USD 19.23 - 28.37 hourly

Key Requirements

  • •High school diploma (or GED) or equivalent business experience.
  • •Experience developing client relationships, achieving sales goals, and building referral sources through tele-consulting, outside calling, prospecting, and networking.
  • •Experience handling cash and accurately processing cash transactions.
  • •General understanding of PC use 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.
Experience:BankingClient servicingSalesCash handlingDigital banking
Education:High School
Skills:Client experienceSales and serviceIntegrityTime managementCommunication
Licenses:Notary License
Tech Stack:WindowsPC applicationsCalculatorMobile appsWeb-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