Financial Wellness Associate

KeyBank

Pittsburgh, Pennsylvania, US
Base: $19.23 - $28.37 ph; bonus/equity: incentive ...
Hybrid
Cash handling experience required
Developing new client relationships
Achieving sales goals
KeyBank is seeking a Financial Wellness Associate in Pittsburgh, Pennsylvania, for a hybrid role that focuses on client servicing and financial guidance. The ideal candidate will possess strong sales and service skills, with an emphasis on building relationships and educating clients about financial products

Job Summary

  • The role involves splitting time between client servicing, transaction support, and engaging clients in deeper conversations to uncover financial needs.
  • Success depends on effective branch choreography and clear coordination among team members to align time with business priorities.
  • This position is eligible for an hourly rate ranging from $19.23 to $28.37 plus incentive compensation including production and commission.

Matching Summary

Match Score: 85

KeyBank is seeking a Financial Wellness Associate in Pittsburgh, Pennsylvania, for a hybrid role that focuses on client servicing and financial guidance. The ideal candidate will possess strong sales and service skills, with an emphasis on building relationships and educating clients about financial products.

Salary

Base: $19.23 - $28.37 per hour; Bonus/Equity: Incentive compensation including production, commission, and discretionary incentives; Benefits: Eligible for KeyBank benefits list

Skills & Requirements

Must-have

  • Cash handling experience required
  • Developing new client relationships
  • Achieving sales goals
  • Windows based applications proficiency
  • Digital technology education skills

Nice-to-have

  • Strong work ethic and integrity
  • Excellent time management skills
  • Building trust with clients
  • Spotting market trends
  • Facilitating morning huddles

Key Requirements

  • High School Diploma or GED
  • Experience developing client relationships
  • Cash handling experience
  • Notary License preferred within 180 days

Work Rights

Not specified

Tailored Resume

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