Financial Wellness Associate

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Key details: Location: 271 SW Broadway - Estacada, Oregon 97023 Job Summary: description. Essential Functions: list of duties. 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: list of skills. Core Competencies: mention values, but maybe not needed. Physical Demands: description. Driving Requirements: description. Work Location Category: Office-Based Compensation And Benefits: base hourly rate range $19.23 - $28.37 per hour. Placement within pay range may differ based on factors. Compensation 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: 12/18/2026 EEO boilerplate to remove. We need sections: About the role (maybe job summary), Responsibilities (essential functions), Requirements (education, work experience, licenses?), Qualifications (maybe combine education/experience?), Skills (list), Benefits (benefits mention), Pay (compensation range), Schedule (maybe work schedule? Not explicitly given; there is mention of work on Saturdays as directed by management; also maybe schedule not given). We have schedule info: "Work on Saturdays as directed by management." Also maybe "Office-Based". Could include schedule section with that. We must not create sections with filler like "not specified". So only include sections where we have content. Let's decide sections: - About the role: use Job Summary paragraph. - Responsibilities: Essential Functions list (multiple bullet points). Could be a

. - Requirements: Education, Work Experience, Licenses and Certifications (preferred), maybe also Physical Demands? But Physical Demands maybe under Requirements? Could be separate but we have no heading for Physical Demands; not in allowed list. So we could fold into Requirements or maybe omit if not fitting. The allowed headings are limited; we must use only those headings. So we need to map content to those headings. Physical Demands could go under Requirements? Or maybe we skip it if not fitting. But we must preserve ALL substantive information; cannot drop. So we need to include Physical Demands somewhere. Since we don't have a heading for it, we could include it under Requirements as a list item? Or under Responsibilities? Probably under Requirements as "Physical Demands". Similarly Driving Requirements could go under Requirements. Work Location Category: Office-Based could go under Requirements or maybe under About the role? Could be a short p. Compensation And Benefits: we need Pay and Benefits sections separately if content exists. Pay: base hourly rate range and incentive compensation. Benefits: mention of benefits list link. Schedule: we have "Work on Saturdays as directed by management." Also maybe no other schedule info. So we can create Schedule section with that. Now we must not repeat job title as heading. Not needed. We must not include Job ID/requisition numbers. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So remove EEO paragraph, expiration date? Expiration date is maybe not boilerplate but could be considered metadata; but it's substantive? It's a date; we could keep maybe as a short p under About the role? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." Expiration date is minor metadata; we can fold into a short p or drop. Probably drop it to keep concise. But we must preserve ALL substantive information; is expiration date substantive? Might be considered minor metadata; we can drop. The instruction says fold minor metadata into a short

or drop it. So we can drop. Now we need to output only HTML fragment, no /, no markdown. Let's craft. Structure:

About the role

Location: 271 SW Broadway - Estacada, Oregon 97023. 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.
• Work 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 without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

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)
• Work Experience: Experienced in cash handling. (required)
• Work Experience: General understanding of PC with Windows based applications and calculator. (required)
• Work Experience: 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)
• Physical Demands: Consumer Retail - 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.
• Work Location Category: Office-Based

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.

Benefits

Please click here for a list of benefits for which this position is eligible.

Schedule

Work on Saturdays as directed by management.

Check duplication: "Work on Saturdays as directed by management." appears both in Responsibilities and Schedule. We have it in Responsibilities list already; we also have Schedule section. Might be duplicate but we need to preserve all info; having it in both places is okay but maybe we should avoid duplication? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. The line appears twice; we should keep only one occurrence. Since it's already in Responsibilities, we could remove from Schedule or keep only one. Better to keep it in Responsibilities and remove from Schedule, but then Schedule would be empty; we cannot create a section with filler. So we should either not include Schedule section if its only content is duplicate. But we have schedule info only that line; if we remove duplicate, Schedule would be empty -> not allowed. So we need to keep the schedule info somewhere; we could keep it only in Schedule and remove from Responsibilities. But Responsibilities includes many duties; maybe we can keep it there and not have Schedule section. However the instruction says include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. If we don't have schedule content besides that line, we could still have Schedule section with that line (non-duplicate) if we remove it from Responsibilities. But then Responsibilities loses a duty. Is that duty considered substantive? Yes. We need to preserve all substantive information. So we need to keep that duty somewhere. We could keep it in Responsibilities and not have Schedule section. That would mean we omit Schedule section entirely, which is okay if there is no distinct schedule info beyond that duty. The posting