Key
Financial Wellness Associate
Coventry, CT
Sponsorship not specified$19k-$28kDetected 6 days ago
LeadershipCommunicationTime ManagementPublic Speaking
About the role
- 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.
Responsibilities
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
Requirements
- 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@keybank.com.
- High School Diploma GED, or equivalent business experience (required)
- 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)
- ability to operate a motor vehicle with a valid driver's license required.
Nice to have
- 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.
- 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.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Ability to gain market insight and spot trends to provide sound financial strategies.
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
- Consumer Retail
- Core Competencies
- Office-Based
Compensation
- for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
- Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
Equal opportunity
- Job Posting Expiration Date: 10/03/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.
This listing is sourced directly from Key's careers page and normalized into a canonical job model.