Financial Wellness Associate

Financial Wellness Associates (FWA) in a hybrid branch team split time between day-to-day client service and transaction support, plus deeper client conversations to uncover needs and deliver guidance.

Responsibilities

• Support a strong client experience culture by being present with clients and teammates and recognizing the impact of service on personal, professional, and financial outcomes.
• Accept, accurately process, and complete all financial service transactions while looking for opportunities during the transaction to strengthen and expand the client relationship.
• Serve as a resource for identifying and resolving more complex client servicing issues.
• Listen for financial wellness opportunities during client conversations, then transition clients as appropriate to a Banker or handle individually; provide effective, customized financial wellness recommendations.
• Meet individual activity, behavior, and outcome goals and expectations consistently.
• Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures; balance cash drawer within balancing guidelines.
• Build strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening existing relationships; manage internal and external centers of influence.
• Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
• Work Saturdays as directed by management.
• Perform other duties as assigned; duties and responsibilities may change with or without notice.
• Comply with all KeyBank policies and procedures, including professional conduct, ethical business practices, avoiding conflicts of interest, and acting in the best interests of KeyBank clients.

Requirements

• High School Diploma, GED, or equivalent business experience (required).
• Experience developing current and new client relationships, achieving sales goals, and building referral sources through tele-consulting, outside calling, prospecting, and networking (required).
• Experience in cash handling (required).
• General understanding of PC use with Windows-based applications and a calculator (required).
• Working knowledge of digital technology (mobile, apps, and web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required).

Technologies

• PC with Windows-based applications
• Calculator
• Mobile
• Apps
• Web-based browsing

Location

• 18 W Main Street, Amelia, Ohio 45102

Work Location Category

• Office-Based

Driving Requirements

• May need to drive to multiple locations in a single day
• Ability to operate a motor vehicle with a valid driver’s license required

Physical Demands

• Consumer Retail: prolonged standing (5-8 hours per day)
• Frequent use of hands to manipulate/grasp objects
• Ability to communicate face to face and on the phone with clients
• Occasional bending and lifting from floor height
• Frequent forward reach
• Frequent lifting of 1-10 lbs.
• Occasional lifting of up to 30 lbs.

Licenses and Certifications

• Notary License within 180 days (preferred)

Compensation and Benefits

• Base hourly rate range: $19.23 - $28.37 per hour
• Placement within the pay range may vary based on skills, experience, and geographic location
• Incentive compensation may include production, commission, and/or discretionary incentives
• Eligible benefits available; see benefits list for details

Work model: Hybrid branch team environment.

Salary details: USD 19 - 28 per hourly.

Posting expiration date: 11/29/2026