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 in communities 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 delivering exceptional service, fostering trust, and driving financial health in local branches like our Tecumseh, Michigan location.
Position Summary
Join KeyBank as a Financial Wellness Associate in Tecumseh, MI, and become a trusted advisor to clients and businesses. This hybrid platform role splits time between client servicing/transaction support (70%) and proactive financial wellness engagement (30%). You'll collaborate with branch teams to prioritize high-impact activities, uncover client needs, and provide tailored solutions. Offering a competitive salary range of $39,958 - $59,050 annually (based on $19.23 - $28.37/hour), this full-time position is ideal for sales-driven professionals passionate about banking jobs and financial services.
Key Responsibilities
- Embody a client-first culture by processing transactions accurately and transitioning conversations to financial wellness opportunities.
- Listen for client needs, recommend products like loans, credit cards, and investments, and educate on digital banking tools.
- Resolve complex issues, balance cash drawers, and ensure compliance with all policies.
- Build referral networks, participate in team huddles, and work Saturdays as directed.
- Drive branch performance through strategic time management and relationship deepening.
Required Qualifications
- High School Diploma/GED or equivalent experience.
- Proven sales experience, cash handling, and client relationship building.
- PC proficiency, digital tech savvy, and strong communication skills.
- High integrity, work ethic, and ability to promote financial health.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with opportunities for growth, comprehensive benefits, and a culture that values your impact. Help clients achieve financial wellness while advancing your career in banking. Apply for this Financial Wellness Associate role in Tecumseh, MI today and be part of a team that makes a real difference. #KeyBankCareers #BankingJobs #FinancialWellness
Locations
- Tecumseh, Michigan, United States
Salary
39,958 - 59,050 USD / yearly
39,958 - 59,050 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
- Cash handling and transaction processingintermediate
- Financial wellness advising and client educationintermediate
- Building client relationships and rapportintermediate
- 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 customized recommendations
- Resolve complex client servicing issues and act as a trusted advisor
- Participate in branch huddles, debriefs, and team coordination
- Balance cash drawer, follow compliance procedures, and work Saturdays as needed
- Develop partnerships with teammates and referral sources for client acquisition
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 perks 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 committed to empowering clients on their financial journey. With a presence in communities 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 delivering exceptional service, fostering trust, and driving financial health in local branches like our Tecumseh, Michigan location.
Position Summary
Join KeyBank as a Financial Wellness Associate in Tecumseh, MI, and become a trusted advisor to clients and businesses. This hybrid platform role splits time between client servicing/transaction support (70%) and proactive financial wellness engagement (30%). You'll collaborate with branch teams to prioritize high-impact activities, uncover client needs, and provide tailored solutions. Offering a competitive salary range of $39,958 - $59,050 annually (based on $19.23 - $28.37/hour), this full-time position is ideal for sales-driven professionals passionate about banking jobs and financial services.
Key Responsibilities
- Embody a client-first culture by processing transactions accurately and transitioning conversations to financial wellness opportunities.
- Listen for client needs, recommend products like loans, credit cards, and investments, and educate on digital banking tools.
- Resolve complex issues, balance cash drawers, and ensure compliance with all policies.
- Build referral networks, participate in team huddles, and work Saturdays as directed.
- Drive branch performance through strategic time management and relationship deepening.
Required Qualifications
- High School Diploma/GED or equivalent experience.
- Proven sales experience, cash handling, and client relationship building.
- PC proficiency, digital tech savvy, and strong communication skills.
- High integrity, work ethic, and ability to promote financial health.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with opportunities for growth, comprehensive benefits, and a culture that values your impact. Help clients achieve financial wellness while advancing your career in banking. Apply for this Financial Wellness Associate role in Tecumseh, MI today and be part of a team that makes a real difference. #KeyBankCareers #BankingJobs #FinancialWellness
Locations
- Tecumseh, Michigan, United States
Salary
39,958 - 59,050 USD / yearly
39,958 - 59,050 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
- Cash handling and transaction processingintermediate
- Financial wellness advising and client educationintermediate
- Building client relationships and rapportintermediate
- 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 customized recommendations
- Resolve complex client servicing issues and act as a trusted advisor
- Participate in branch huddles, debriefs, and team coordination
- Balance cash drawer, follow compliance procedures, and work Saturdays as needed
- Develop partnerships with teammates and referral sources for client acquisition
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 perks 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