Financial Wellness Associate - Careers at KeyBank
KeyBank
Financial Wellness Associate - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank dedicated to empowering clients on their financial journey. With a commitment to community impact, we serve individuals and businesses across the United States, offering innovative banking solutions, financial wellness guidance, and personalized service. Join our team at our Sodus, NY branch and be part of a culture that fights harder for clients' success.
Position Summary
The Financial Wellness Associate (FWA) at KeyBank's Sodus, NY location is a hybrid platform role blending client servicing (70% of time) with proactive financial wellness engagement (30% of time). Located at 26 West Main St, Sodus, New York 14551, this position involves transaction support, relationship deepening, and strategic branch collaboration to drive performance and client satisfaction. Ideal for banking professionals passionate about financial wellness, sales, and community service.
Key Responsibilities
- Embody a client-first culture by processing transactions accurately and uncovering needs during interactions.
- Listen for financial wellness opportunities, provide customized recommendations, and transition clients to bankers.
- Resolve complex servicing issues, balance cash drawers, and ensure compliance with all policies.
- Build partnerships with teammates and referral sources to acquire and deepen client relationships.
- Participate in morning huddles, end-of-day debriefs, and work Saturdays as needed.
- Educate clients on digital tools like mobile apps, online banking, and ATMs.
Required Qualifications
- High School Diploma, GED, or equivalent; business experience preferred.
- Proven experience in client relationship development, sales goals, cash handling, and digital technology.
- Strong sales, service, communication, and time management skills.
- Knowledge of financial products including loans, credit cards, and investments.
- Notary License preferred within 180 days.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with competitive pay ($39,958 - $59,010 annually), comprehensive benefits, and opportunities for growth. Make a real difference in clients' lives while advancing your banking career in Sodus, NY. Apply now for Financial Wellness Associate jobs at KeyBank and join a team that prioritizes your professional and financial success. Keywords: banking jobs Sodus NY, financial advisor careers, KeyBank employment.
Locations
- Sodus, New York, United States
Salary
39,958 - 59,010 USD / yearly
39,958 - 59,010 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client relationship building and salesintermediate
- Cash handling and transaction processingintermediate
- Financial wellness advisingintermediate
- Digital technology proficiencyintermediate
- Strong communication and trust-buildingintermediate
- Time management and compliance adherenceintermediate
- Product knowledge (loans, credit cards, investments)intermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience developing client relationships, achieving sales goals, and cash handling (experience)
- General understanding of PC with Windows applications and calculator (experience)
- Working knowledge of digital technology (mobile, apps, online banking) (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 transition to bankers as needed
- Participate in branch huddles, maintain cash drawer balance, and follow compliance procedures
- Develop partnerships with teammates and referral sources for client acquisition
- Work Saturdays as directed and stay current on product guides and policies
Benefits
- general: Competitive salary and performance-based incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement savings plan with company match
- general: Paid time off, holidays, and volunteer opportunities
- general: Professional development and career growth at KeyBank
- general: Employee banking discounts and financial wellness programs
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 dedicated to empowering clients on their financial journey. With a commitment to community impact, we serve individuals and businesses across the United States, offering innovative banking solutions, financial wellness guidance, and personalized service. Join our team at our Sodus, NY branch and be part of a culture that fights harder for clients' success.
Position Summary
The Financial Wellness Associate (FWA) at KeyBank's Sodus, NY location is a hybrid platform role blending client servicing (70% of time) with proactive financial wellness engagement (30% of time). Located at 26 West Main St, Sodus, New York 14551, this position involves transaction support, relationship deepening, and strategic branch collaboration to drive performance and client satisfaction. Ideal for banking professionals passionate about financial wellness, sales, and community service.
Key Responsibilities
- Embody a client-first culture by processing transactions accurately and uncovering needs during interactions.
- Listen for financial wellness opportunities, provide customized recommendations, and transition clients to bankers.
- Resolve complex servicing issues, balance cash drawers, and ensure compliance with all policies.
- Build partnerships with teammates and referral sources to acquire and deepen client relationships.
- Participate in morning huddles, end-of-day debriefs, and work Saturdays as needed.
- Educate clients on digital tools like mobile apps, online banking, and ATMs.
Required Qualifications
- High School Diploma, GED, or equivalent; business experience preferred.
- Proven experience in client relationship development, sales goals, cash handling, and digital technology.
- Strong sales, service, communication, and time management skills.
- Knowledge of financial products including loans, credit cards, and investments.
- Notary License preferred within 180 days.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with competitive pay ($39,958 - $59,010 annually), comprehensive benefits, and opportunities for growth. Make a real difference in clients' lives while advancing your banking career in Sodus, NY. Apply now for Financial Wellness Associate jobs at KeyBank and join a team that prioritizes your professional and financial success. Keywords: banking jobs Sodus NY, financial advisor careers, KeyBank employment.
Locations
- Sodus, New York, United States
Salary
39,958 - 59,010 USD / yearly
39,958 - 59,010 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client relationship building and salesintermediate
- Cash handling and transaction processingintermediate
- Financial wellness advisingintermediate
- Digital technology proficiencyintermediate
- Strong communication and trust-buildingintermediate
- Time management and compliance adherenceintermediate
- Product knowledge (loans, credit cards, investments)intermediate
Required Qualifications
- High School Diploma, GED, or equivalent business experience (experience)
- Experience developing client relationships, achieving sales goals, and cash handling (experience)
- General understanding of PC with Windows applications and calculator (experience)
- Working knowledge of digital technology (mobile, apps, online banking) (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 transition to bankers as needed
- Participate in branch huddles, maintain cash drawer balance, and follow compliance procedures
- Develop partnerships with teammates and referral sources for client acquisition
- Work Saturdays as directed and stay current on product guides and policies
Benefits
- general: Competitive salary and performance-based incentives
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement savings plan with company match
- general: Paid time off, holidays, and volunteer opportunities
- general: Professional development and career growth at KeyBank
- general: Employee banking discounts and financial wellness programs
Tags & Categories
Answer 10 quick questions to check your fit for Financial Wellness Associate - Careers at KeyBank @ KeyBank.
Related Books and Jobs