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 to achieve their financial goals. With a presence across the United States, we pride ourselves on being trusted advisors and problem solvers in our communities. At KeyBank, we fight harder for our clients, offering personalized financial solutions that build confidence and security in their financial futures. Join our team and be part of a culture that values teamwork, integrity, and client success.
Position Summary
The Financial Wellness Associate (FWA) at KeyBank's Highlands Ranch, CO branch is a dynamic hybrid role blending client servicing (70% of time) with proactive financial wellness engagement (30% of time). Located at 9309 Dorchester Street, you'll serve as a trusted partner to individuals and businesses, processing transactions while uncovering opportunities to deepen relationships and promote financial health. This full-time position offers competitive pay of $19.23 - $27.88 per hour ($39,958 - $57,990 annually) and requires Saturday availability. Ideal for banking professionals passionate about sales, service, and client empowerment.
Key Responsibilities
- Embody a client-first culture by delivering exceptional service and being present for every interaction.
- Accurately process financial transactions, identify sales opportunities, and transition clients to deeper wellness conversations.
- Listen for financial clues, provide customized recommendations on loans, credit cards, investments, and digital tools.
- Resolve complex servicing issues, balance cash drawers, and ensure compliance with all policies.
- Build partnerships with teammates and external influencers to attract new clients and expand existing relationships.
- Participate in daily huddles, proactive calling, and maintain up-to-date product knowledge.
Required Qualifications
- High School Diploma, GED, or equivalent experience.
- Proven experience in client relationship development, sales goal achievement, cash handling, and networking.
- Proficiency with PCs, Windows applications, calculators, and digital banking platforms.
- Strong sales, service, communication, and time management skills.
- Notary License preferred.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that invests in your growth through training and development. Enjoy competitive compensation, a collaborative team, and the satisfaction of impacting clients' lives. Highlands Ranch offers a vibrant community with easy access to Denver's opportunities. Apply now for Financial Wellness Associate jobs in Colorado and advance your banking career with KeyBank!
Locations
- Highlands Ranch, Colorado, 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
- Client relationship development and salesintermediate
- Cash handling and transaction processingintermediate
- Financial wellness advising and product recommendationsintermediate
- Strong communication and trust-buildingintermediate
- Digital technology proficiency (mobile apps, online banking)intermediate
- Time management and compliance adherenceintermediate
- Networking and referral source buildingintermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience in developing client relationships, achieving sales goals, and building referral sources (experience)
- Experience in cash handling (experience)
- General understanding of PC with Windows-based applications and calculator (experience)
- Working knowledge of digital technology and ability to educate clients on digital platforms (experience)
- Notary License (preferred) (experience)
Responsibilities
- Process financial transactions accurately while identifying opportunities to deepen client relationships
- Engage clients in conversations to uncover financial needs and provide customized wellness recommendations
- Resolve complex client servicing issues and act as a resource for the team
- Participate in morning huddles, end-of-day debriefs, and proactive calling efforts
- Balance cash drawer, follow compliance procedures, and maintain product knowledge
- Develop partnerships with teammates and centers of influence for client acquisition
- Work Saturdays as directed and perform other assigned duties
Benefits
- general: Competitive hourly pay with growth opportunities
- general: Comprehensive training and development programs
- general: Team-oriented branch environment with hybrid platform role
- general: Opportunity to make a meaningful impact on clients' financial journeys
- general: Supportive culture focused on client success and employee growth
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 to achieve their financial goals. With a presence across the United States, we pride ourselves on being trusted advisors and problem solvers in our communities. At KeyBank, we fight harder for our clients, offering personalized financial solutions that build confidence and security in their financial futures. Join our team and be part of a culture that values teamwork, integrity, and client success.
Position Summary
The Financial Wellness Associate (FWA) at KeyBank's Highlands Ranch, CO branch is a dynamic hybrid role blending client servicing (70% of time) with proactive financial wellness engagement (30% of time). Located at 9309 Dorchester Street, you'll serve as a trusted partner to individuals and businesses, processing transactions while uncovering opportunities to deepen relationships and promote financial health. This full-time position offers competitive pay of $19.23 - $27.88 per hour ($39,958 - $57,990 annually) and requires Saturday availability. Ideal for banking professionals passionate about sales, service, and client empowerment.
Key Responsibilities
- Embody a client-first culture by delivering exceptional service and being present for every interaction.
- Accurately process financial transactions, identify sales opportunities, and transition clients to deeper wellness conversations.
- Listen for financial clues, provide customized recommendations on loans, credit cards, investments, and digital tools.
- Resolve complex servicing issues, balance cash drawers, and ensure compliance with all policies.
- Build partnerships with teammates and external influencers to attract new clients and expand existing relationships.
- Participate in daily huddles, proactive calling, and maintain up-to-date product knowledge.
Required Qualifications
- High School Diploma, GED, or equivalent experience.
- Proven experience in client relationship development, sales goal achievement, cash handling, and networking.
- Proficiency with PCs, Windows applications, calculators, and digital banking platforms.
- Strong sales, service, communication, and time management skills.
- Notary License preferred.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that invests in your growth through training and development. Enjoy competitive compensation, a collaborative team, and the satisfaction of impacting clients' lives. Highlands Ranch offers a vibrant community with easy access to Denver's opportunities. Apply now for Financial Wellness Associate jobs in Colorado and advance your banking career with KeyBank!
Locations
- Highlands Ranch, Colorado, 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
- Client relationship development and salesintermediate
- Cash handling and transaction processingintermediate
- Financial wellness advising and product recommendationsintermediate
- Strong communication and trust-buildingintermediate
- Digital technology proficiency (mobile apps, online banking)intermediate
- Time management and compliance adherenceintermediate
- Networking and referral source buildingintermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience in developing client relationships, achieving sales goals, and building referral sources (experience)
- Experience in cash handling (experience)
- General understanding of PC with Windows-based applications and calculator (experience)
- Working knowledge of digital technology and ability to educate clients on digital platforms (experience)
- Notary License (preferred) (experience)
Responsibilities
- Process financial transactions accurately while identifying opportunities to deepen client relationships
- Engage clients in conversations to uncover financial needs and provide customized wellness recommendations
- Resolve complex client servicing issues and act as a resource for the team
- Participate in morning huddles, end-of-day debriefs, and proactive calling efforts
- Balance cash drawer, follow compliance procedures, and maintain product knowledge
- Develop partnerships with teammates and centers of influence for client acquisition
- Work Saturdays as directed and perform other assigned duties
Benefits
- general: Competitive hourly pay with growth opportunities
- general: Comprehensive training and development programs
- general: Team-oriented branch environment with hybrid platform role
- general: Opportunity to make a meaningful impact on clients' financial journeys
- general: Supportive culture focused on client success and employee growth
Tags & Categories
Answer 10 quick questions to check your fit for Financial Wellness Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs