KeyBank Financial Wellness Associate - Plymouth Area in Plymouth, Indiana
Location: Plymouth, Indiana
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWAs split their time between client servicing and transaction support (70% of time) and engaging clients in deeper conversations to uncover needs and provide guidance and solutions to assist in clients' 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 will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey.
Responsibilities
1. Embodies a strong client experience culture, being present with every client and teammate.
2. Accepts and accurately processes all financial service transactions, identifying opportunities during the transaction to deepen and expand the client relationship.
3. Acts as a resource to identify and resolve more complex client servicing issues.
4. Listens for clues for financial wellness opportunities during client conversations and transitions clients either individually or to a Banker; provides effective and customized financial wellness recommendations.
5. Consistently attains individual activity, behavior, and outcome expectations.
6. Participates in and occasionally facilitates morning huddles and end-of-day debriefs.
7. Follows compliance, audit, and security procedures, balancing cash drawer within guidelines.
8. Develops strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships with current clients.
9. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
10. Performs other duties as assigned; responsibilities may change or new ones may be assigned at any time with or without notice.
11. Complies with all KeyBank policies and procedures, acting professionally and ethically at all times.
Education Qualifications
* High School Diploma, GED, or equivalent business experience (required)
Experience Qualifications
* 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 (required).
Licenses and Certifications
* Notary License (preferred)
Tactical Skills
* 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 (e.g., ATM, Online, and Telephone Banking).
* Strong work ethic and high level of integrity.
Personal Skills
* Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new assignments, processes, and people.
* Collaboration: Participates in productive collaborative processes that help solve business problems and meet goals.
* Critical Thinking: Identifies, obtains, and organizes relevant data and ideas for decision-making.
* Decision Making: Selects the right activities to work on from competing priorities.
* Emotional Intelligence: Identifies relevant EI components and discusses issues needed to advance one’s own EI maturity.
Practical Skills
* Business Acumen: Participates in business tasks to get things done in own business unit.
* Oral & Written Communication: Adapts listening and facilitation style to others’ communication styles effectively.
* Risk Management: Implements or manages risk management for own business unit.
* Storytelling: Demonstrates basic storytelling principles to create compelling stories that positively influence clients.
* Change Navigation: Articulates the rationale for change to help others adapt.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
* Prolonged standing (5-8 hours per day), frequent use of hands, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, and lifting of 1 – 30 lbs.
Driving Requirements
* Ability to routinely operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 04/04/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, 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@keybank.com.
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies, providing investment management, retail and commercial banking, consumer finance, and investment banking products to individuals and companies throughout the United States and 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 achieve their financial goals each and every day.
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