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. FWA's split their time between client servicing and transaction support (70%) 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. As part of the branch team in a hybrid platform role, the FWA works closely with clients.
What You'll Do
- Balance time between client servicing/transaction support (70%) and proactive client engagement (30%).
- Engage clients in deeper conversations to uncover needs and provide guidance and solutions that support their financial wellness, both in person and through proactive outreach.
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