Financial Wellness Associate
Core
Trusted advisor and problem solver supporting clients' financial wellness through transaction support and proactive outreach.
Role type
Frontline retail banking associate (financial wellness)
Builds
Client relationships and financial wellness outcomes for KeyBank communities
Domain
Consumer banking / Retail finance
Deliverable
product features
Required skills
Cash handling, client relationship development, sales goal achievement, financial product knowledge, digital platform education, compliance adherence, time management
Preferred skills
Notary License
Technologies
Windows-based applications, calculators, digital banking platforms (mobile, apps, web)
Responsibilities
Process financial transactions and resolve complex client issues, identify and recommend financial wellness solutions, educate clients on digital tools and products, maintain cash drawer balance and security, schedule appointments and manage branch coverage, drive client acquisition and retention
Seniority
Individual Contributor, entry-to-mid level