Keybank
Banking
FinancialWellnessAssociate
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optimal for Entry candidates.
“Financial Wellness Associate at Keybank. Skills: client servicing, sales. The Financial Wellness Associate serves as a trusted advisor to clients, dedicating 70% of their time to client servicing and transaction support, and the remaining 30% to uncovering financial needs and providing guidance. This role involves engaging clients both in-person and through proactive calling, working closely with the branch team to prioritize high-impact activities and ensure strategic use of time to support bra”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Industry & Context.
financial strategies; root cause analysis
May need to drive to multiple locations in a single day. Ability to operate a motor vehicle with a valid driver's license required. Work on Saturdays as directed by management.
What They're Looking For.
Must Have
High School Diploma or equivalent business experience. Experienced in developing current and new client relationships, achieving sales goals, and building referral sources through techniques such as tele-consulting, outside calling, prospecting and networking. Experienced in cash handling. General understanding of PC with Windows based applications and calculator. Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.
Nice to Have
Notary License within 180 Days.
What You'll Do.
The Financial Wellness Associate serves as a trusted advisor to clients, dedicating 70% of their time to client servicing and transaction support, and the remaining 30% to uncovering financial needs and providing guidance.
This role involves engaging clients both in-person and through proactive calling, working closely with the branch team to prioritize high-impact activities and ensure strategic use of time to support branch performance.
Success hinges on effective branch choreography and clear coordination among team members to align with business priorities and client needs.
How You'll Work.
Team & Collaboration
Works closely with branch leadership and teammates to prioritize high-impact activities. Develops partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships. Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
Communication Scope
proactive calling; executive presentations; proposal writing
Full Job Description
**Location:** 4239 North Buffalo Street - Orchard Park, New York 14127 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** * Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to identify and resolve more complex client servicing issues. * Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. * Consistently attains individual activity, behavior, and outcome goals and expectations. * Participates in and occasionally facilitates in-person morning huddles and end
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