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KeyBank · 1 day ago

Financial Wellness Associate

Cohoes, NY

Full-time

Hybrid

New Grad, Entry Level

$19.23/hr - $27.88/hr

KeyBank is a financial institution that aims to serve its clients effectively. The Financial Wellness Associate will assist clients in their financial journey by providing guidance, support, and building strong relationships to enhance their financial wellness.

Banking

Responsibilities

Embody 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

Accept and accurately process all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship

Act as a resource to identify and resolve more complex client servicing issues

Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provide effective and customized financial wellness recommendations to clients

Consistently attain individual activity, behavior, and outcome goals and expectations

Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs

Follow compliance, audit, and security procedures, balance cash drawer within balancing guidelines

Develop strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external centers of influence

Review and maintain knowledge of product guides, fees, and policies to stay current on offerings

Work on Saturdays as directed by management

Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Comply with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Client relationship developmentSales skillsFinancial product knowledgeCash handlingDigital technology knowledgeTrust-buildingTime managementCommunication skillsProblem-solving

Required

High School Diploma GED, 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