Financial Wellness Associate

Location

9255 Rainier Avenue S – Seattle, Washington 98118

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The FWA’s split their time between client servicing and transaction support (70%) 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%). 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.

• 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 appropriately transition 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 and 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 and effectively managing 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 Key Bank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

• Education: High School Diploma, GED, or equivalent business experience (required).
• Work Experience: Experience 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). Experience with 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).
• Licenses and
  
  Certifications:
  
  Notary License within 180 days (preferred).
• Skills: 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, high level of integrity, excellent time‑management skills, and strong communication, trust‑building, and relationship‑management skills.
  
  Ability to gain market insight and spot trends to provide sound financial strategies.

• Must be able to stand for 5–8 hours per day, use hands to manipulate objects, communicate face to face and on the phone, occasionally bend or lift up to 30 pounds, and occasionally drive to multiple locations in a single day with a valid driver’s license.
• Work is office‑based.

This position is…