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KeyBank · 1 day ago

Financial Wellness Associate

Springboro, OH

Full-time

Hybrid

New Grad, Entry Level

$19.23/hr - $27.88/hr

KeyBank is committed to assisting clients in their financial journeys, and they are seeking a Financial Wellness Associate to serve as a trusted advisor and problem solver. The role involves client servicing and transaction support, while also engaging clients in conversations to identify financial wellness needs and providing tailored solutions.

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 managementCash handlingFinancial product knowledgeSales skillsDigital technology proficiencyTrust-buildingTime managementCommunication skillsIntegrity

Required

High School Diploma GED, or equivalent business experience (required)

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. (required)

Experienced in cash handling. (required)

General understanding of PC with Windows based applications and calculator. (required)

Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)

Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions

Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking)

Strong work ethic and high level of integrity

Excellent time management skills

Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies

Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients

Educating clients on financial concepts, products, and services to empower them to make informed decisions

Developing trust and rapport with clients through consistent, personalized interactions and effective communication

Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations

Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships

Ability to gain market insight and spot trends to provide sound financial strategies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required