Finance Jobs in Poulsbo, WA

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Financial Wellness Associate

KeyBank National Association Poulsbo, WA

Poulsbo, WA

Today

$19 - $28/hr Full time Client Relations Client Service Financial Services

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Job Description

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

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