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 helping clients achieve financial wellness through personalized service and innovative solutions. With a strong presence across the United States, KeyBank serves individuals and businesses with banking, lending, and investment services designed to build lasting relationships. Our Essex Junction, VT branch is at the heart of the community, where team members make a real difference in customers' financial lives.
Position Summary
Join KeyBank as a Financial Wellness Associate in Essex Junction, VT, and become a trusted advisor to clients seeking financial confidence. This hybrid platform role splits time between transaction support (70%) and proactive client engagement (30%), including in-person interactions and outbound calls. Earn $19.23 - $27.88 per hour ($39,958 - $57,990 annually) while helping clients navigate their financial journeys. Ideal for banking professionals passionate about sales, service, and community impact.
Key Responsibilities
- Process financial transactions accurately while uncovering opportunities to deepen client relationships.
- Listen for financial wellness cues and provide customized recommendations or referrals to bankers.
- Resolve complex servicing issues and maintain cash drawer balance per compliance guidelines.
- Build partnerships with teammates and external influencers to attract new clients and expand existing relationships.
- Participate in morning huddles, end-of-day debriefs, and work Saturdays as needed.
- Educate clients on digital banking tools like mobile apps, online platforms, and ATMs.
Required Qualifications
- High School Diploma, GED, or equivalent experience.
- Proven experience in client relationship development, sales goal achievement, and cash handling.
- Comfortable with Windows-based PCs, calculators, and digital technologies.
- Strong communication, sales skills, and high integrity.
- Notary License preferred.
Why Join Us
At KeyBank, we fight harder for our clients and empower our associates to grow. Enjoy a supportive team environment, ongoing training, and the satisfaction of transforming lives through financial wellness. Apply now for this full-time, mid-level opportunity in Essex Junction, Vermont, and advance your banking career with a top employer. Keywords: banking jobs Essex Junction VT, financial advisor careers, KeyBank hiring.
Locations
- Essex Junction, Vermont, United States
Salary
39,958 - 57,990 USD / yearly
39,958 - 57,990 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 developmentintermediate
- Cash handling and transaction processingintermediate
- Financial wellness advisingintermediate
- Digital technology knowledgeintermediate
- Effective communication and trust-buildingintermediate
- Time management and organizationintermediate
- Compliance and security proceduresintermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience in developing client relationships and achieving sales goals (experience)
- Cash handling experience (experience)
- General understanding of PC with Windows-based applications (experience)
- Working knowledge of digital technology (mobile, apps, online banking) (experience)
- Notary License (preferred) (experience)
Responsibilities
- Process financial transactions accurately while identifying relationship opportunities
- Engage clients in financial wellness conversations and provide tailored recommendations
- Resolve complex client servicing issues
- Balance cash drawer and follow compliance procedures
- Participate in team huddles and develop partnerships for client acquisition
- Work Saturdays as directed and maintain product knowledge
Benefits
- general: Competitive hourly pay with growth opportunities
- general: Comprehensive training and development programs
- general: Team-oriented branch environment
- general: Opportunity to impact clients' financial journeys
- general: Strong company culture focused on client success
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 helping clients achieve financial wellness through personalized service and innovative solutions. With a strong presence across the United States, KeyBank serves individuals and businesses with banking, lending, and investment services designed to build lasting relationships. Our Essex Junction, VT branch is at the heart of the community, where team members make a real difference in customers' financial lives.
Position Summary
Join KeyBank as a Financial Wellness Associate in Essex Junction, VT, and become a trusted advisor to clients seeking financial confidence. This hybrid platform role splits time between transaction support (70%) and proactive client engagement (30%), including in-person interactions and outbound calls. Earn $19.23 - $27.88 per hour ($39,958 - $57,990 annually) while helping clients navigate their financial journeys. Ideal for banking professionals passionate about sales, service, and community impact.
Key Responsibilities
- Process financial transactions accurately while uncovering opportunities to deepen client relationships.
- Listen for financial wellness cues and provide customized recommendations or referrals to bankers.
- Resolve complex servicing issues and maintain cash drawer balance per compliance guidelines.
- Build partnerships with teammates and external influencers to attract new clients and expand existing relationships.
- Participate in morning huddles, end-of-day debriefs, and work Saturdays as needed.
- Educate clients on digital banking tools like mobile apps, online platforms, and ATMs.
Required Qualifications
- High School Diploma, GED, or equivalent experience.
- Proven experience in client relationship development, sales goal achievement, and cash handling.
- Comfortable with Windows-based PCs, calculators, and digital technologies.
- Strong communication, sales skills, and high integrity.
- Notary License preferred.
Why Join Us
At KeyBank, we fight harder for our clients and empower our associates to grow. Enjoy a supportive team environment, ongoing training, and the satisfaction of transforming lives through financial wellness. Apply now for this full-time, mid-level opportunity in Essex Junction, Vermont, and advance your banking career with a top employer. Keywords: banking jobs Essex Junction VT, financial advisor careers, KeyBank hiring.
Locations
- Essex Junction, Vermont, United States
Salary
39,958 - 57,990 USD / yearly
39,958 - 57,990 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 developmentintermediate
- Cash handling and transaction processingintermediate
- Financial wellness advisingintermediate
- Digital technology knowledgeintermediate
- Effective communication and trust-buildingintermediate
- Time management and organizationintermediate
- Compliance and security proceduresintermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience in developing client relationships and achieving sales goals (experience)
- Cash handling experience (experience)
- General understanding of PC with Windows-based applications (experience)
- Working knowledge of digital technology (mobile, apps, online banking) (experience)
- Notary License (preferred) (experience)
Responsibilities
- Process financial transactions accurately while identifying relationship opportunities
- Engage clients in financial wellness conversations and provide tailored recommendations
- Resolve complex client servicing issues
- Balance cash drawer and follow compliance procedures
- Participate in team huddles and develop partnerships for client acquisition
- Work Saturdays as directed and maintain product knowledge
Benefits
- general: Competitive hourly pay with growth opportunities
- general: Comprehensive training and development programs
- general: Team-oriented branch environment
- general: Opportunity to impact clients' financial journeys
- general: Strong company culture focused on client success
Tags & Categories
Answer 10 quick questions to check your fit for Financial Wellness Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs