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Financial Wellness Associate 30 Hours - 4th South Branch
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Part-time
- 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 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.
- ResponsibilitiesEmbodies 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.
- Acts as a resource to identify and resolve more complex client servicing issues.
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