Financial Wellness Associate

Job overview

The Financial Wellness Associate role is office-based in Liberty, NY, with compensation of $19.23–$28.37 per hour. KeyBank’s branch team helps clients with financial services and guidance for their financial journeys. The associate divides time between client servicing and transaction support and conversations that identify financial wellness needs. By processing transactions accurately, resolving service issues, and connecting clients with suitable guidance, the role supports branch performance and client relationships.

What you'll do

• Process financial service transactions accurately
• identify opportunities to deepen client relationships
• resolve complex servicing issues
• listen for financial wellness needs and provide customized recommendations or transition clients to a Banker
• meet activity and outcome goals
• participate in branch huddles and debriefs
• follow compliance, audit, and security procedures
• balance the cash drawer
• and work Saturdays as directed by management.

What we're looking for

Skills & competencies

financial wellness associate

liberty ny

keybank

branch banking

client service

financial transactions

cash handling

financial wellness

client relationships

saturday work

office-based

$19.23–$28.37/hr

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting refers applicants to a separate benefits list
• specific benefits are not detailed in the job description.

Why this role

Hybrid platform role within a branch team, with approximately 70% client servicing and transaction support and 30% deeper client conversations and proactive calling.

About the employer

KeyBank is hiring for this role. Industry: Commercial Banking. Sector: 52.