Financial Wellness Associate - Bilingual Spanish Preferred
Core
Financial Wellness Associate serving as a trusted advisor and problem solver for Key Bank clients, focusing on financial wellness guidance and transaction support.
Role type
Client-facing retail banking associate
Builds
Client relationships and financial wellness outcomes
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, cash handling, sales, financial product knowledge, digital platform education, compliance adherence
Preferred skills
Notary License, Spanish language proficiency
Technologies
Windows-based applications, ATM, Online Banking, Telephone Banking
Responsibilities
Process financial service transactions, identify and resolve complex client servicing issues, provide customized financial wellness recommendations, educate clients on digital platforms, maintain cash drawer balance, participate in branch huddles and debriefs
Seniority
Individual Contributor, entry to mid-level