Financial Wellness Associate - Bilingual Spanish Preferred

KeyBank

Brewster, New York, United States
Base: $19.23 - $28.37 ph; bonus/equity: incentive ...
Hybrid
Cash handling experience required
Developing new client relationships
Achieving individual sales goals
KeyBank is seeking a Financial Wellness Associate in Brewster, NY, who will focus on client servicing and transaction support while promoting financial wellness. The ideal candidate should possess strong sales and service skills, with a bilingual preference for Spanish

Job Summary

  • The role combines 70% transaction support with 30% proactive financial wellness engagement to help clients move forward in their financial journey.
  • Employees must embody a strong client experience culture by acting as trusted advisors who identify opportunities to deepen relationships during every interaction.
  • This position offers an hourly base rate ranging from $19.23 to $28.37 plus potential incentive compensation for production and performance.

Matching Summary

Match Score: 85

KeyBank is seeking a Financial Wellness Associate in Brewster, NY, who will focus on client servicing and transaction support while promoting financial wellness. The ideal candidate should possess strong sales and service skills, with a bilingual preference for Spanish.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Bilingual Spanish language preference
  • Strong time management abilities
  • Proactive calling efforts capability
  • Notary license certification preferred
  • High level of integrity work ethic

Key Requirements

  • High School Diploma or equivalent business experience
  • Prior experience developing client relationships and achieving sales goals
  • Must have cash handling experience
  • Working knowledge of digital technology platforms
  • Obtain Notary License within 180 days (preferred)

Work Rights

Not specified

Tailored Resume

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