KeyCorp

1 week ago

Financial Wellness Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Serve as a trusted advisor in a branch-based, hybrid platform role, spending most of your time supporting client transactions and uncovering opportunities to deepen relationships. Engage clients in conversations (and proactive calling) to identify financial wellness needs and provide customized guidance, while achieving individual activity and outcome goals. Partner with branch teams to prioritize high-impact work, follow compliance and cash-handling procedures, and occasionally help run in-person huddles.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Provide strong client experience by being present with clients and teammates and recognizing impact.
•Accept and accurately process financial service transactions while identifying opportunities to deepen client relationships.
•Resolve more complex client servicing issues and transition clients to a Banker when appropriate.
•Provide customized financial wellness recommendations and educate clients on products and access channels.
•Follow compliance, audit, and security procedures, including balancing a cash drawer within guidelines, and work Saturdays as directed.

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, achieving sales goals, and building referral sources via tele-consulting, outside calling, prospecting, and networking.
•Experience in cash handling.
•General understanding of PCs with Windows-based applications and calculators.
•Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms.

Education:High School

Skills:Client relationship buildingSales and service orientationIntegrityTime managementCommunication

Licenses:Notary License

Tech Stack:WindowsPCCalculatorMobileAppsWeb 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: 3.6

Website LinkedIn

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KeyCorp

1 week ago

Financial Wellness Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Provide strong client experience by being present with clients and teammates and recognizing impact.
•Accept and accurately process financial service transactions while identifying opportunities to deepen client relationships.
•Resolve more complex client servicing issues and transition clients to a Banker when appropriate.
•Provide customized financial wellness recommendations and educate clients on products and access channels.
•Follow compliance, audit, and security procedures, including balancing a cash drawer within guidelines, and work Saturdays as directed.

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, achieving sales goals, and building referral sources via tele-consulting, outside calling, prospecting, and networking.
•Experience in cash handling.
•General understanding of PCs with Windows-based applications and calculators.
•Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms.

Education:High School

Skills:Client relationship buildingSales and service orientationIntegrityTime managementCommunication

Licenses:Notary License

Tech Stack:WindowsPCCalculatorMobileAppsWeb 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: 3.6

Website LinkedIn