Financial Wellness Associate
KeyBank · West Chester, OH · 3 wk ago
$19.23–$28.37/hrFull-time
We need to output HTML fragment with sections: Use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must include only sections that have real specific content. We need to parse the posting.
Let's extract:
Location: 4741 Tylersville Road - West Chester, Ohio 45069 This is a Hire Ahead position and will require flexibility to work at all area branches including: West Chester, Fairfield, Hamilton, Cincinnati, Springboro, Dayton Mall, Harrison, and Bellbrook*
Job Summary: "Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. 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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. 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."
Essential Functions: list of bullet-like sentences.
Education: "High School Diploma GED, or equivalent business experience (required)"
Work Experience: list of required experiences.
Licenses and Certifications: "Notary License within 180 Days (preferred)"
Skills: long list.
Core Competencies: generic values.
Physical Demands: description.
Driving Requirements: description.
Work Location Category: Office-Based
Compensation And Benefits: "This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible."
Job Posting Expiration Date: 12/05/2026
EEO boilerplate etc to remove.
We need to produce sections: About the role (maybe job summary), Responsibilities (essential functions), Requirements (education, work experience, licenses?), Qualifications (maybe combine education/experience?), Skills, Benefits, Pay, Schedule.
We must not repeat job title as heading. No Job ID.
We need to decide which sections have real specific content.
- About the role: we have Job Summary paragraph. That's good.
- Responsibilities: Essential Functions list. We can put as
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must include only sections that have real specific content. We need to parse the posting.
Let's extract:
Location: 4741 Tylersville Road - West Chester, Ohio 45069 This is a Hire Ahead position and will require flexibility to work at all area branches including: West Chester, Fairfield, Hamilton, Cincinnati, Springboro, Dayton Mall, Harrison, and Bellbrook*
Job Summary: "Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. 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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. 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."
Essential Functions: list of bullet-like sentences.
Education: "High School Diploma GED, or equivalent business experience (required)"
Work Experience: list of required experiences.
Licenses and Certifications: "Notary License within 180 Days (preferred)"
Skills: long list.
Core Competencies: generic values.
Physical Demands: description.
Driving Requirements: description.
Work Location Category: Office-Based
Compensation And Benefits: "This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible."
Job Posting Expiration Date: 12/05/2026
EEO boilerplate etc to remove.
We need to produce sections: About the role (maybe job summary), Responsibilities (essential functions), Requirements (education, work experience, licenses?), Qualifications (maybe combine education/experience?), Skills, Benefits, Pay, Schedule.
We must not repeat job title as heading. No Job ID.
We need to decide which sections have real specific content.
- About the role: we have Job Summary paragraph. That's good.
- Responsibilities: Essential Functions list. We can put as - each bullet.
- Requirements: Education, Work Experience, Licenses and Certifications maybe. Could combine.
- Qualifications: maybe not needed if we already have Requirements. But we could have Qualifications for things like "Working knowledge of PC..." etc. Actually those are under Work Experience bullet list. Might be better to have Requirements covering education, experience, licenses. Skills separate.
- Skills: the long list.
- Benefits: The posting mentions benefits via link but not specific list. It says "Please click here for a list of benefits for which this position is eligible." No explicit benefits listed. So we should NOT create Benefits section because no specific content. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits not stated explicitly, so omit.
- Pay: The posting states base hourly rate range and incentive compensation. That's specific content. So we can have Pay section with that info.
- Schedule: Not explicitly stated. There's mention "Work on Saturdays as directed by management." That's schedule info. Also maybe hybrid? But we have schedule info: need to work Saturdays as directed. That's specific enough? It's a schedule requirement. So we can include Schedule section with that note.
Also we have Work Location Category Office-Based, but that's not a heading we have; could be part of About the role or maybe not needed. Could include in About the role? Probably not needed.
Physical Demands and Driving Requirements: Not among allowed headings; we could fold into About the role or Responsibilities? Probably not needed as separate sections; we could include in Responsibilities? Might be better to omit because not under allowed headings. But we must preserve ALL substantive information; we cannot drop info. However we can incorporate into existing sections like Responsibilities or About the role. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to keep that info somewhere. We can add a paragraph under About the role or Responsibilities that includes physical demands and driving requirements. Or we could create a separate section but headings limited to those listed; we cannot create other headings. So we must embed within allowed sections.
Thus we need to include physical demands and driving responsibilities somewhere, maybe under Responsibilities as additional bullet points.
Also Work Location Category Office-Based could be included in About the role.
Now we need to avoid boilerplate: remove EEO, expiration date? Expiration date is metadata; could be folded into short paragraph or dropped. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include expiration date in a short
maybe under About the role or at end. But we might drop it as minor metadata. Safer to include a short paragraph with location and expiration.
We must not include cookie/navigation/legal/EEO etc.
Thus final HTML:
About the role
Location: 4741 Tylersville Road - West Chester, Ohio 45069. This is a Hire Ahead position requiring flexibility to work at area branches including West Chester, Fairfield, Hamilton, Cincinnati, Springboro, Dayton Mall, Harrison, and Bellbrook. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. 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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. 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
- Embodies 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.
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Works on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
- Physical demands: prolonged standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
- Driving requirements: may need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Requirements
- Education: High School Diploma, GED, or equivalent business experience (required).
- Work Experience: 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).
- Licenses and Certifications: 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.
- 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.
- Excellent time management skills.
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
- Ability to gain market insight and spot trends to provide sound financial strategies.
Pay
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Schedule
Work on Saturdays as directed by management.
We need to ensure no extra sections like Benefits. Also we included location in About the role. Expiration date omitted (minor metadata). Good.
Check that we didn't repeat job title as heading. No.
All content preserved: we included essential functions, education, work experience, licenses, skills, pay, schedule, physical demands, driving requirements. We omitted core competencies (generic values
or drop it." So we can include expiration date in a short
maybe under About the role or at end. But we might drop it as minor metadata. Safer to include a short paragraph with location and expiration. We must not include cookie/navigation/legal/EEO etc. Thus final HTML:
About the role
Location: 4741 Tylersville Road - West Chester, Ohio 45069. This is a Hire Ahead position requiring flexibility to work at area branches including West Chester, Fairfield, Hamilton, Cincinnati, Springboro, Dayton Mall, Harrison, and Bellbrook. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. 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 works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. 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
- Embodies 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.
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Works on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
- Physical demands: prolonged standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
- Driving requirements: may need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Requirements
- Education: High School Diploma, GED, or equivalent business experience (required).
- Work Experience: 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).
- Licenses and Certifications: 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.
- 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.
- Excellent time management skills.
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
- Ability to gain market insight and spot trends to provide sound financial strategies.
Pay
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Schedule
Work on Saturdays as directed by management.
We need to ensure no extra sections like Benefits. Also we included location in About the role. Expiration date omitted (minor metadata). Good. Check that we didn't repeat job title as heading. No. All content preserved: we included essential functions, education, work experience, licenses, skills, pay, schedule, physical demands, driving requirements. We omitted core competencies (generic values