Financial Wellness Associate

Location: 4111 State Route 44 - Rootstown, Ohio 44272 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA’s split their time between client servicing and transaction support (70%) and engaging clients in deeper conversation to uncover needs and provide guidance (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. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day. 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. Lists 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 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 KeyBank 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 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). Licenses and Certifications Notary License within 180 Days (preferred). Skills Knowledgeable about the client’s accounts and business with the bank, uses sound judgment with clients and transactions; exhibits strong sales and service skills, presenting products and services while proactively educating clients on available access channels (ATM, Online, Telephone Banking); strong work ethic, 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; can 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; ability to gain market insight and spot trends to provide sound financial strategies. Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands 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. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver’s license required. Work Location Category Office‑Based COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 – $28.37 per hour. Placement within the pay range may differ based on skills, experience and geographic location. Compensation also includes incentive compensation which may include production, commission, and/or discretionary incentives. Job Posting Expiration Date: 09/25/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing View email address on click.appcast.io. #J-18808-Ljbffr