Financial Wellness Associate
About this role
Job title: Financial Wellness Associate
About the Role Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Associate (FWA) splits 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.
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