About this role
About the Role Be a problem solver, trusted advisor, and partner to the people and businesses in Key Bank communities. The Financial Wellness Associate (FWA) splits 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 (30%). As part of the branch team in a hybrid platform role, the FWA works to support clients and drive financial wellness outcomes. What You'll Do
- Serve as a problem solver and trusted advisor to individuals and business clients in Key Bank communities.
- Balance responsibilities across 70% client servicing and transaction support and 30% proactive client engagement to uncover needs and provide guidance and solutions for financial wellness.
- Engage with clients in person and via proactive calling to understand financial goals and offer suitable guidance and solutions.
- Collaborate with the branch team in a hybrid work environment to deliver exceptional service and build lasting relationships. What We're Looking For
- Strong customer service and relationship-building skills.
- Excellent communication and ability to engage clients in conversations about their financial wellness.
- Ability to work effectively in a hybrid branch setting with willingness to engage in proactive outreach.
- Problem-solving mindset and the ability to partner with clients to identify needs and propose appropriate solutions.