Financial Wellness Associate

Job overview

The Financial Wellness Associate works in a KeyBank branch in Erie, PA. The base hourly pay range is $19.23–$28.37, with incentive compensation that may include production, commission, or discretionary incentives. KeyBank describes its work as helping clients move forward in their financial journeys. The associate balances transaction support and client servicing with conversations that identify financial wellness needs. By processing transactions accurately, resolving service issues, offering tailored guidance, and coordinating with branch teammates, the role supports client relationships and branch performance.

What you'll do

• Process financial service transactions accurately
• identify opportunities to deepen client relationships
• resolve complex servicing issues
• discuss financial wellness needs and provide 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
• maintain knowledge of products, fees, and policies
• work Saturdays as directed by management.

What we're looking for

Skills & competencies

financial wellness

banking

client service

financial transactions

cash handling

client relationships

erie pa

keybank

$19.23–$28.37/hr

branch operations

financial guidance

saturday work

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting states that the position is eligible for benefits and incentive compensation
• it refers applicants to a separate benefits list.

Why this role

The role divides time between client servicing and transaction support (70%) and deeper client conversations and proactive calling (30%). A high school diploma, GED, or equivalent business experience is required; Saturday work may be directed by management.

About the employer

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