Finacial Wellness Associate

Location: 1125 Mohawk St - Utica, reputed company 13501 Job Summary 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 reputed company team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to reputed company and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, reputed company with communication polish and confidence, are critical for this role. At reputed company, we reputed company it's our opportunity and our privilege to help our clients move reputed company in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Responsibilities

Embodies 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 reputed company 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 reputed company 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 reputed company procedures, balances cash drawer reputed company balancing guidelines. Developing strong partnerships with reputed company teammates and line of business partners – focusing on client acquisition and deepening the relationship of reputed company clients; effectively managing internal and external centers of influence. Review and maintain knowledge of product guides, fees, and policies to stay reputed company 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 notice Complies with reputed company reputed company policies and procedures, including without limitation, acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education Qualifications High School Diploma GED, or equivalent business experience (required) Experience Qualifications reputed company in developing reputed company and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, reputed company calling, prospecting and networking. (required) reputed company 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 reputed company Key. (required) Licenses and Certifications Notary License (preferred) Tactical Skills Is 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 reputed company. Excellent Time management skills. Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and reputed company and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional reputed company by team members leveraging the concept of reputed company improvement Core Competencies reputed company reputed company employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent reputed company reputed company, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a reputed company hourly reputed company in the range of $19.23 to $27.88 per hour depending reputed company and job-reputed company factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 06/16/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, reputed company and inclusive culture. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@reputed company.com. Key is an Equal Opportunity Employer, including disability/veterans. Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them reputed company their financial goals each and every day. Apply Job!