What are the responsibilities and job description for the Financial Wellness Associate position at KeyBank?

Location :

4515 Lafayette Road - Indianapolis, Indiana 46254Job 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 will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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.
Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome expectations.
Participate in and occasionally facilitate morning huddles and end of day debriefs.
Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
Developing 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.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
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.

Education Qualifications

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

Experience Qualifications

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 (preferred)

Tactical Skills

Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions.

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

Strong work ethic and high level of integrity.

Excellent Time management skills.

Personal Skills

Adaptability : Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions

Collaboration : Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals

Critical Thinking : The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process

Decision Making : The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes

Emotional Intelligence : Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity

Practical Skills

Business Acumen : Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes

Oral & Written Communication : Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively

Risk Management : Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures

Storytelling : Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients

Change Navigation : Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

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

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Job Posting Expiration Date : 04 / 13 / 2025

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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 HR_Compliance@keybank.com .

About KeyBank :

Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.

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