Financial Wellness Associate
About this role
About the Role The Financial Wellness Associate (FWA) at Key Bank works in a hybrid branch role in Seattle, WA, blending client servicing with proactive guidance to support clients' financial wellness. The position emphasizes collaborating with branch leadership and teammates to prioritize high-impact activities and coordinating to ensure time and actions align with business priorities and client needs. What You'll Do
- Provide exceptional client service and transaction support while engaging clients to uncover needs and offer guidance and solutions for financial wellness, in person and via proactive outreach.
- Split responsibilities approximately 70% client servicing/transaction support and 30% proactive client conversations, in alignment with branch goals.
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