Home
/
Comprehensive
/
Financial Wellness Associate
Financial Wellness Associate-May 2024
Seattle
May 19, 2026
About Financial Wellness Associate

  Location:4700 Brooklyn Ave - Seattle, Washington 98105University District BJob SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.ResponsibilitiesEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.Acts as a resource to identify and resolve more complex client servicing issues.Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.Consistently attains individual activity, behavior, and outcome expectations.Participate in and occasionally facilitate morning huddles and end of day debriefs.Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.Education QualificationsHigh School Diploma GED, or equivalent business experience (required)Experience QualificationsExperienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)Experienced in cash handling. (required)General understanding of PC with Windows based applications and calculator. (required)Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)Licenses and CertificationsNotary License (preferred)Tactical SkillsIs knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions.Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking).Strong work ethic and high level of integrity.Excellent Time manageme

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Governance Manager, Risk and Compliance Services - Global Governance
Description Amazon's Risk and Compliance Services (RCS) is in search of an experienced governance/company secretariat professional to support our regulated financial services entities across Canada a
Crew/Team Member
Presents a neat, clean appearance, in a company uniform. Greets each customer with a smile and a warm welcome or departure. Maintains a clean and safe environment for customers. Serves customers acco
Accountant
Tiger Mowers is currently accepting applications to fill the position of Accountant at its Headquarters in Sioux Falls, SD. If interested in this opportunity, please apply directly to the Career Oppo
Senior Systems Engineer
This role requires an onsite, hybrid presence in Minnesota Primarily responsible for developing electro-mechanical systems and system architecture and its associated documentation per established qua
Clinician
Clinician Job Details Level Experienced Job Location 274 West 145th St., New York, NY 10039 - New York, NY Position Type Full Time Education Level Graduate Degree Salary Range $63,180.00 Salary Descr
test technician
test technician. tustin , california posted january 17, 2024 job details summary $21 - $22 per hour temp to perm no requirements category computer and mathematical occupations reference1038927 job de
Machinist - Aerospace Coatings International
Overview of the Position: Learn and understand the proper operation of the employee’s machine (Lathe / Mill). Be responsible for that machine, report any problems to Management. Use and be able to re
Technical Writer - Network Comms
Technical Writer - Network CommsJob Locations US-CO-Colorado Springs ID2023-4388 CategoryOther TypeFull Time Hours/Week40 Location : NameColorado Springs, CO MinUSD $80,000.00/Yr. MaxUSD $160,000.00/
Mechanical Engineer 7 - Geothermal
36664BR Requisition ID: 36664BR Business Unit: TSU Job Description: CDM Smith is an engineering and construction firm delivering legendary service, smart solutions for the environment and infrastruct
Inside Sales Representative
Alro Steel Inside Sales Representative USA-OH-Columbus Job ID: 2024-8157Type: Full-Time# of Openings: 1Category: SalesCB Overview Alro Steel is currently seeking an Inside Sales Representative to joi
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved