Financial Wellness Associate - Careers at KeyBank
KeyBank
Financial Wellness Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients on their financial journey. With a presence across the United States, we pride ourselves on being the bank that fights hardest for our clients. Our Financial Wellness Associates play a pivotal role in our branches, blending client service with proactive financial guidance to drive community success.
Position Summary
Join KeyBank as a Financial Wellness Associate in Dundee, MI, and become a trusted advisor in a dynamic hybrid platform role. Split your time between essential transaction support (70%) and deepening client relationships through financial wellness conversations (30%). Located at 14101 S Custer Drive, this full-time position offers a competitive salary range of $39,958 - $59,049 annually (based on $19.23 - $28.37/hour). Excel in branch choreography, partnering with leadership to prioritize high-impact activities that boost performance and client satisfaction.
Key Responsibilities
- Embody a client-first culture, processing transactions accurately while uncovering needs.
- Listen for financial wellness opportunities and transition clients to appropriate solutions or bankers.
- Resolve complex servicing issues, balance cash drawers, and ensure compliance.
- Build partnerships for client acquisition and relationship deepening.
- Participate in huddles, maintain product knowledge, and work Saturdays as needed.
Required Qualifications
- High School Diploma or GED required; business experience accepted.
- Proven experience in sales, cash handling, client relationship development, and digital tools.
- Strong ethics, communication, and time management skills.
- Notary License preferred within 180 days.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values your growth. Enjoy competitive pay, benefits, and the chance to make a real impact on clients' financial health. SEO keywords: banking jobs Dundee MI, financial advisor careers, KeyBank employment opportunities. Apply now to advance your career in financial services!
Locations
- Dundee, Michigan, United States
Salary
39,958 - 59,049 USD / yearly
39,958 - 59,049 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Strong sales and service skillsintermediate
- Client relationship building and financial wellness advisingintermediate
- Cash handling and transaction processingintermediate
- Digital technology knowledge (mobile, apps, online banking)intermediate
- Excellent communication and time managementintermediate
- Compliance and security procedures adherenceintermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience in developing client relationships, achieving sales goals, and cash handling (experience)
- General understanding of PC with Windows-based applications (experience)
- Working knowledge of digital technology and ability to educate clients (experience)
- Notary License preferred (within 180 days) (experience)
Responsibilities
- Process financial transactions accurately and identify relationship-building opportunities
- Engage clients in financial wellness conversations and provide tailored recommendations
- Resolve complex client servicing issues and act as a trusted advisor
- Participate in branch huddles, maintain cash drawer balance, and follow compliance procedures
- Develop partnerships with teammates and centers of influence for client acquisition
- Work Saturdays as directed and perform other assigned duties
Benefits
- general: Competitive salary and comprehensive benefits package
- general: Opportunities for career growth in banking and financial services
- general: Supportive team environment focused on client success
- general: Training and development for financial wellness expertise
- general: Hybrid platform role with strategic time management
Tags & Categories
Answer 10 quick questions to check your fit for Financial Wellness Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Financial Wellness Associate - Careers at KeyBank
KeyBank
Financial Wellness Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank committed to empowering clients on their financial journey. With a presence across the United States, we pride ourselves on being the bank that fights hardest for our clients. Our Financial Wellness Associates play a pivotal role in our branches, blending client service with proactive financial guidance to drive community success.
Position Summary
Join KeyBank as a Financial Wellness Associate in Dundee, MI, and become a trusted advisor in a dynamic hybrid platform role. Split your time between essential transaction support (70%) and deepening client relationships through financial wellness conversations (30%). Located at 14101 S Custer Drive, this full-time position offers a competitive salary range of $39,958 - $59,049 annually (based on $19.23 - $28.37/hour). Excel in branch choreography, partnering with leadership to prioritize high-impact activities that boost performance and client satisfaction.
Key Responsibilities
- Embody a client-first culture, processing transactions accurately while uncovering needs.
- Listen for financial wellness opportunities and transition clients to appropriate solutions or bankers.
- Resolve complex servicing issues, balance cash drawers, and ensure compliance.
- Build partnerships for client acquisition and relationship deepening.
- Participate in huddles, maintain product knowledge, and work Saturdays as needed.
Required Qualifications
- High School Diploma or GED required; business experience accepted.
- Proven experience in sales, cash handling, client relationship development, and digital tools.
- Strong ethics, communication, and time management skills.
- Notary License preferred within 180 days.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that values your growth. Enjoy competitive pay, benefits, and the chance to make a real impact on clients' financial health. SEO keywords: banking jobs Dundee MI, financial advisor careers, KeyBank employment opportunities. Apply now to advance your career in financial services!
Locations
- Dundee, Michigan, United States
Salary
39,958 - 59,049 USD / yearly
39,958 - 59,049 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Strong sales and service skillsintermediate
- Client relationship building and financial wellness advisingintermediate
- Cash handling and transaction processingintermediate
- Digital technology knowledge (mobile, apps, online banking)intermediate
- Excellent communication and time managementintermediate
- Compliance and security procedures adherenceintermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience in developing client relationships, achieving sales goals, and cash handling (experience)
- General understanding of PC with Windows-based applications (experience)
- Working knowledge of digital technology and ability to educate clients (experience)
- Notary License preferred (within 180 days) (experience)
Responsibilities
- Process financial transactions accurately and identify relationship-building opportunities
- Engage clients in financial wellness conversations and provide tailored recommendations
- Resolve complex client servicing issues and act as a trusted advisor
- Participate in branch huddles, maintain cash drawer balance, and follow compliance procedures
- Develop partnerships with teammates and centers of influence for client acquisition
- Work Saturdays as directed and perform other assigned duties
Benefits
- general: Competitive salary and comprehensive benefits package
- general: Opportunities for career growth in banking and financial services
- general: Supportive team environment focused on client success
- general: Training and development for financial wellness expertise
- general: Hybrid platform role with strategic time management
Tags & Categories
Answer 10 quick questions to check your fit for Financial Wellness Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs