Financial Wellness Associate

Location: 8017 Steilacoom Boulevard SW, Lakewood, Washington 98498-6178

About the role

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Advisor (FWA) splits time between client servicing and transaction support (70%) and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in clients' financial wellness, both in person and through proactive calling efforts (30%). 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 time is used strategically to support branch performance. Success depends on effective branch choreography—clear coordination among team members to align time with business priorities and client needs.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate.
• Accepts and accurately processes all financial service transactions, identifying opportunities to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for financial wellness clues during client conversations and transitions clients to a Banker or provides customized recommendations.
• Consistently attains individual activity, behavior, and outcome goals.
• Participates in and occasionally facilitates in‑person morning huddles and end‑of‑day debriefs.
• Follows compliance, audit, and security procedures; balances cash drawer within guidelines.
• Develops strong partnerships with branch teammates and line‑of‑business partners to acquire new clients and deepen existing relationships.
• Reviews and maintains knowledge of product guides, fees, and policies.
• Works on Saturdays as directed by management.
• Performs other duties as assigned.

Requirements

• High School Diploma, GED, or equivalent business experience (required).
• Proven experience developing current and new client relationships, achieving sales goals, and building referral sources through tele‑consulting, outside calling, prospecting, and networking (required).
• Cash‑handling experience (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 (required).
• Notary license within 180 days (preferred).
• Physical ability to stand 5‑8 hours per day, lift up to 30 lb occasionally, and perform frequent hand and reach motions.
• Valid driver’s license and ability to drive to multiple locations in a single day.

Skills

• Strong sales and service skills; ability to present products and educate clients on access channels (ATM, online, telephone banking).
• Excellent time management, communication, trust‑building, and relationship‑management abilities.
• Knowledge of loans, credit cards, investment options, and ability to recommend suitable products.
• Ability to educate clients on financial concepts and empower informed decisions.
• Accurate cash‑transaction processing and cash‑drawer management.
• Market insight to spot trends and provide sound financial strategies.
• High level of integrity and strong work ethic.

Pay

This position is eligible for a base hourly rate ranging from $19.23 to $28.37, with placement within the range based on skills, experience, and geographic location. Incentive compensation may include production, commission, and/or discretionary incentives.

Benefits

Eligible for the full suite of KeyBank benefits. Click here for a list of benefits for which this position is eligible.

Schedule

• Hybrid platform role with both in‑branch and remote activities.
• Work on Saturdays as directed by management.