Financial Wellness Associate

KeyCorp
Lebanon
Workplace: OnsiteFull timeUSD 19.23 - 28.37 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship management","Sales and service skills","Integrity","Time management","Communication"]

Serve as a trusted advisor in a branch-based, hybrid platform role, splitting time between client servicing and transaction support and proactive conversations to uncover needs. Accurately process financial transactions, identify opportunities to deepen relationships, and provide customized financial wellness recommendations. Partner with branch teammates and line-of-business partners to support client acquisition and growth, while meeting activity and outcome goals and following compliance, audit, and security procedures.

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FursaFursa
KeyCorp
KeyCorp
4 days ago

Financial Wellness Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Serve as a trusted advisor in a branch-based, hybrid platform role, splitting time between client servicing and transaction support and proactive conversations to uncover needs. Accurately process financial transactions, identify opportunities to deepen relationships, and provide customized financial wellness recommendations. Partner with branch teammates and line-of-business partners to support client acquisition and growth, while meeting activity and outcome goals and following compliance, audit, and security procedures.
Location: Lebanon
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Embodies a strong client experience culture, being present with every client and teammate.
  • •Accepts and accurately processes financial service transactions, identifying opportunities to deepen and expand the client relationship.
  • •Resolves more complex client servicing issues as a resource.
  • •Listens for financial wellness opportunities during conversations and transitions clients to appropriate partners, providing customized recommendations.
  • •Follows compliance, audit, and security procedures, balancing the cash drawer within balancing guidelines, while consistently meeting individual activity and outcome goals.

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 using tele-consulting, outside calling, prospecting, and networking (required).
  • •Experience in 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 (required).
Education:High School
Skills:Client relationship managementSales and service skillsIntegrityTime managementCommunication
Licenses:Notary License
Tech Stack:WindowsMobileAppsWeb-based browsingATMOnline BankingTelephone BankingPC

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