Financial Wellness Associate
Core
Financial Wellness Associate serving as a trusted advisor and problem solver for Key Bank clients, splitting time between client servicing/transaction support and proactive outreach to guide clients on financial wellness.
Role type
Client-facing financial services associate (hybrid branch role)
Builds
Client relationships and financial wellness outcomes for Key Bank communities
Domain
Banking / Financial Services
Deliverable
product features
Required skills
cash handling, client relationship development, sales goal achievement, tele-consulting, prospecting, networking, PC/Windows proficiency, digital platform education, compliance adherence, product knowledge (loans, credit cards, investments)
Preferred skills
Notary License
Responsibilities
Process financial service transactions, resolve complex client servicing issues, provide customized financial wellness recommendations, attain individual activity and outcome goals, participate in morning huddles and end-of-day debriefs, balance cash drawer, work on Saturdays as directed
Seniority
Individual Contributor, entry to mid-level