Financial Wellness Associate

KeyBank; Meridian (ID); Hybrid; USD 38,000 - 60,000; Full time

Job summary

KeyBank in Meridian, Idaho is seeking a Client Services Associate to support clients with transactions and advisory services in a hybrid branch role. You will balance cash, process transactions, and identify opportunities to deepen relationships while guiding clients toward financial wellness.

You will collaborate with branch leadership to prioritize high-impact activities and help meet branch goals. This position emphasizes service excellence, compliance, and proactive client engagement, with

Qualifications

• Requires High School Diploma or equivalent business experience.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience and knowledge of digital platforms for client education.

Responsibilities

• Embodies a strong client experience culture and supports clients personally and professionally.
• Accepts and processes financial service transactions accurately, identifying opportunities to deepen relationships.
• Resolves complex client servicing issues and educates clients on financial wellness opportunities.
• Builds partnerships with branch teammates and external centers of influence to drive client acquisition and deepening relationships.
• Reviews product guides, fees, and policies to stay current on offerings and ensure compliance.
• Works on Saturdays as directed by management.

Skills

Client relationships

Sales skills

Cash handling

Digital literacy

Communication

Time management

Financial wellness guidance

Education

High School Diploma GED or equivalent

Tools

Windows PC

Job description

Location

3513 W Chinden Blvd - Meridian, Idaho 83646

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 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 support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. 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.

Essential Functions

• 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 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.
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Participates in and occasionally facilitat in-person morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Work on Saturdays as directed by management.
• 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 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

High School Diploma GED, or equivalent business experience (required)

Work Experience

• Experienced 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 Certifications

Notary License within 180 Days (preferred)

Skills

• Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
• Strong work ethic and high level of integrity.
• Excellent time management skills.
• Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
• Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
• Educating clients on financial concepts, products and services to empower them to make informed decisions.
• Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
• Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
• Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
• Ability to gain market insight and spot trends to provide sound financial strategies.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to mani