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KeyBank · 2 days ago

Financial Wellness Assoicate

Hudson, NY

Full-time

Onsite

New Grad, Entry Level

$19.23/hr - $27.88/hr

KeyBank is seeking a Financial Wellness Associate to serve as a trusted advisor to clients in their communities. The role involves client servicing and transaction support, engaging clients to uncover their financial needs and providing tailored solutions to enhance their financial wellness.

Banking

Responsibilities

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-of-day debriefs

Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines

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

Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings

Work on Saturdays as directed by management

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

Complies 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 managementSales skillsCash handlingFinancial product knowledgeDigital technology proficiencyTrust-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