Financial Wellness Assoicate
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
Front-line retail banking associate (financial wellness focus)
Builds
Client relationships and financial wellness outcomes for Key Bank communities
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, transaction processing, cash handling, financial product knowledge, sales, digital platform education, compliance adherence
Preferred skills
Notary License
Technologies
Windows-based applications, calculator, digital banking platforms (mobile, apps, web)
Responsibilities
Process financial service transactions and resolve complex client issues, identify and provide customized financial wellness recommendations, educate clients on digital platforms and financial products, maintain cash drawer balance and follow security procedures, participate in branch huddles and debriefs, work Saturdays as directed.
Seniority
Individual Contributor, entry-to-mid level