Financial Wellness Associate

Location

186 Granville Street - Gahanna, Ohio 43230

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The FWA spends 70% of their time on client servicing and transaction support, engaging clients in deeper conversations to uncover needs and provide guidance that assists in client financial wellness through both in‑person and proactive phone efforts. The remaining 30% is dedicated to high‑impact activities that support branch performance.

Success depends on effective branch choreography and clear coordination among team members to align time with business priorities and client needs.

• 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 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 and effectively managing internal and external centers of influence.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Works 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 Key Bank policies and procedures, including conducting business ethically and acting in the best interests of Key’s clients.

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).

Notary License within 180 Days (preferred).

• 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.
• Promotes and supports 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.
• Educates clients on financial concepts, products, and services to empower them to make informed decisions.
• Develops trust and rapport with clients through consistent, personalized interactions and effective communication.
• Accurately processes cash transactions, maintains cash drawer balance, and ensures 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…