Financial Wellness Associate

Overview Location: 3534 Main Street - Coventry, Connecticut 06238 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% of time), 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% of time). 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. At KeyBank, we believe it\'s our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 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. Qualifications 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 client accounts and business with the bank, strong sales and service skills, ability to educate clients on digital channels, excellent time management, and the ability to recommend suitable products. Strong communication, trust-building, and relationship management skills; ability to gain market insight and identify financial trends. Computer & Digital Proficiency Proficient with PC and Windows-based applications; able to educate clients on digital platforms (mobile, online, and telephone banking). 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; face-to-face and phone communication with clients; occasional bending and lifting from floor height; frequent forward reach; occasional lifting up to 30 lbs. Driving Requirements May need to drive to multiple locations in a single day; valid driver\'s license required. 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 upon skills, experience, and location. Compensation also includes incentive compensation which may include production, commission, and/or discretionary incentives. See benefits for which this position is eligible. EEO Statement KeyBank 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 may request reasonable accommodations by emailing View email address on click.appcast.io. KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You\'ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you. #J-18808-Ljbffr