Part Time - Financial Wellness Associate

KeyBank

Englewood, Ohio, US
Base: $19.23 - $28.37 ph; bonus/equity: incentive ...
Hybrid
Cash handling experience required
Sales goal achievement capability
Client relationship development skills
KeyBank is seeking a Part-Time Financial Wellness Associate in Englewood, Ohio, to support client interactions and financial transactions while promoting financial wellness. The role requires an individual who can engage with clients both in-branch and through proactive outreach, ensuring a high level of service and client relationship management

Job Summary

  • The role combines client servicing and transaction support with proactive financial wellness guidance to help clients move forward in their financial journey.
  • Employees must be flexible to work various branch hours including Saturdays while maintaining strict compliance and security procedures.
  • Compensation includes a base hourly rate ranging from $19.23 to $28.37 plus potential incentive compensation based on production.

Matching Summary

Match Score: 85

KeyBank is seeking a Part-Time Financial Wellness Associate in Englewood, Ohio, to support client interactions and financial transactions while promoting financial wellness. The role requires an individual who can engage with clients both in-branch and through proactive outreach, ensuring a high level of service and client relationship management.

Salary

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

Skills & Requirements

Must-have

  • Cash handling experience required
  • Sales goal achievement capability
  • Client relationship development skills
  • Digital technology platform education
  • Flexible scheduling availability

Nice-to-have

  • Strong communication and trust building
  • Proactive client engagement approach
  • Notary license certification
  • Market insight and trend spotting
  • High level of integrity and work ethic

Key Requirements

  • High School Diploma or equivalent business experience
  • Prior experience developing client relationships and achieving sales goals
  • Must have valid driver's license for driving requirements
  • Obtain Notary License within 180 days (preferred)

Work Rights

Not specified

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