Financial Wellness Associate
KeyBank(1 month ago)
About this role
A Financial Wellness Associate (FWA) at KeyBank is a hybrid branch team member who supports clients and branch performance by balancing transaction processing with proactive client outreach. The role focuses on helping clients progress in their financial journeys through guidance and connection to bank products and services while collaborating closely with branch leadership and teammates.
Required Skills
- Client Servicing
- Cash Handling
- Sales
- Relationship Building
- Financial Wellness
- Digital Platforms
- Compliance
- Time Management
- Communication
- Prospecting
Qualifications
- High School Diploma or GED
- Notary License (Preferred)
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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