Financial Wellness Associate

As a Financial Wellness Associate with KeyBank National Association, you’ll support a hybrid branch team in Poulsbo, WA, balancing hands-on client service with transaction support and structured outreach. The role focuses on delivering a strong client experience while identifying opportunities to connect clients with the right financial wellness guidance.

Role Overview

This hybrid position splits time between servicing and transaction support (70%) and engaging clients in deeper conversations to uncover needs and provide financial wellness guidance (30%). You’ll help drive branch performance through coordinated, high-impact activities and proactive outreach both in person and by phone.

Key Responsibilities

• Reinforce a client experience culture by being present with clients and teammates and recognizing the personal, professional, and financial impact of day-to-day interactions.
• Accept, process, and accurately complete financial service transactions while identifying opportunities during interactions to deepen and expand relationships.
• Serve as a resource to help identify and resolve more complex client servicing issues.
• Listen for financial wellness signals during client conversations, then transition clients appropriately (individually or to a Banker) and provide effective, tailored 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, including balancing a cash drawer within balancing guidelines.
• Build strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening current client relationships, and managing internal and external centers of influence.
• Maintain current knowledge of product guides, fees, and policies to stay aligned with available offerings.
• Work Saturdays as directed by management.
• Perform other assigned duties as requirements change, with or without notice, while complying with all KeyBank policies and procedures.

Required Qualifications

• High School Diploma, GED, or equivalent business experience (required).
• Experience developing current and new client relationships, achieving sales goals, and building referral sources, including tele-consulting, outside calling, prospecting, and networking (required).
• Experience handling cash (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 Key’s digital platform capabilities (required).

Technologies

• PC with Windows-based applications and calculator
• Mobile, apps, and web-based browsing
• ATM, Online, and Telephone Banking

Location and Work Setup

• 19735 Tenth Avenue NE, Poulsbo, Washington 98370
• Hybrid; Office-Based work location category

Licenses and Certifications

• Notary License within 180 days (preferred)

Physical Demands

• Consumer Retail: prolonged standing (5-8 hours per day)
• Frequent hand use to manipulate or 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

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

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
• Benefits eligibility is available via the benefits list provided by the employer