About this role
About the Role As a Financial Wellness Associate, you will be a problem solver, trusted advisor, and partner to individuals and businesses in our Key Bank communities. You will split your time between client servicing and transaction support (about 70%), and engaging clients in deeper conversations to uncover needs and provide guidance that supports their financial wellness, both in person and through proactive outreach. This is a branch-team role in a hybrid platform, working closely with the broader team to deliver solutions. What You'll Do
- Provide client servicing and transaction support (approximately 70% of your time) while proactively engaging clients to uncover needs and offer guidance for financial wellness.
- Engage clients in deeper conversations to identify financial goals and tailor solutions in person and through proactive calling efforts.
- Collaborate closely with the branch team in a hybrid environment to deliver consistent, high-quality service. What We're Looking For
- Problem solver with a client-focused mindset and the ability to build trust and advisory relationships.
- Strong communication and interpersonal skills, capable of explaining financial concepts clearly.
- Comfortable working in a hybrid platform, balancing in-person service with proactive outreach and proactive calling.