Financial Wellness Banker

KeyBank; Seattle (WA); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Financial Wellness Banker to enhance client relationships and provide tailored financial solutions. This role emphasizes strong teamwork, communication, and a commitment to client service, ensuring that each interaction is meaningful and impactful. As a trusted advisor, you will engage with clients to understand their financial needs and guide them toward achieving their goals. You will work in a dynamic environment where your contributions will directly influence clients' financial journeys. If you are passionate about helping others and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• 1+ year of experience in customer relationship development and achieving sales goals.
• Basic understanding of digital technology and ability to educate clients.

Responsibilities

• Provide customized financial wellness recommendations to clients.
• Open personal and business accounts and process financial transactions.

Skills

Sales and Service Skills

Client Education

Time Management

Adaptability

Critical Thinking

Education

High School Diploma or GED

Tools

Windows Applications

Job description

Join to apply for the Financial Wellness Banker role at KeyBank.

Location: 4518 Union Bay PL NE - Seattle, Washington 98105-5007
University Village Branch

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities, and provide guidance and solutions to assist in clients' financial wellness both in person and through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals. Strong teamwork, communication, and confidence are critical for this role. At KeyBank, we believe it's our opportunity and 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.

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.
• Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.
• Consistently attain individual activity, behavior, and outcome expectations.
• Accept and accurately process all financial service transactions, identifying opportunities during transactions to deepen and expand client relationships.
• Open personal and business accounts (consumer checking, small business, deposit products, home equity, unsecured lending, CDs, etc.).
• Develop strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening existing relationships; effectively manage internal and external centers of influence.
• Ensure compliance with operational, security, and audit procedures and policies, including documentation of client interactions.
• Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
• Perform other duties as assigned; duties, responsibilities, and activities may change or be added at any time with or without notice.
• Comply with all KeyBank policies and procedures, acting professionally, ethically, avoiding conflicts of interest, and acting in the best interests of clients and the bank.

Qualifications

Education: High School Diploma, GED, or equivalent experience (required)

Experience: Minimum of 1 year developing customer relationships, achieving sales goals, and building referral sources through tele-consulting, outside calling, prospecting, and networking (required). Experience in cash handling (required). Basic understanding of PC with Windows applications and calculator (required). Knowledge of digital technology and ability to educate clients on digital platforms (required). Basic sales and service techniques (required). Understanding of consumer credit (preferred).

Licenses and Certifications: Notary License (preferred)

Skills

• Knowledgeable about client accounts and uses sound judgment.
• Ability to attain sales and referral goals through quality conversations and system-generated leads.
• Strong sales and service skills, proactive product presentation, and client education.
• High integrity and work ethic.
• Excellent time management.

Personal and Practical Skills

• Adaptability, collaboration, critical thinking, decision-making, emotional intelligence.
• Business acumen, effective communication, risk management, storytelling, change navigation.

Physical Demands

Prolonged standing, manual dexterity, face-to-face and phone communication, occasional bending and lifting (up to 30 lbs.).

Driving Requirements

Ability to operate a vehicle with a valid driver’s license occasionally.

Compensation and Benefits

Hourly rate: $24-$30, plus incentive compensation based on performance. Benefits details available upon application.

Job posting expires: 07/11/2025. KeyBank is an Equal Opportunity Employer. Reasonable accommodations available upon request.