Financial Wellness Associate

Financial Wellness Advisor

Location : 101 Center Street West - Eatonville, Washington 98328-0159

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 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 :

Experience Qualifications :

Licenses and Certifications :

Tactical Skills :

Personal Skills