Financial Wellness Associate
About the Role
FINANCIAL WELLNESS ADVISOR
Be 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 works closely
with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to
Responsibilities
- Perform core duties as described.
Requirements
- Relevant experience or willingness to learn.
Benefits
- Benefits per job description.
Compensation
To be discussed.
Location & Schedule
Per job description.
How to Apply
Use the “Apply” button.