Part Time - Financial Wellness Associate

KeyCorp

Englewood, Ohio, US
Base: $19.23 - $28.37 ph; bonus/equity: incentive ...
Hybrid
Flexible scheduling for any branch hours
Cash handling and drawer balancing
Developing new and existing client relationships
KeyCorp is seeking a Part-Time Financial Wellness Associate in Englewood, Ohio, to engage with clients and support their financial wellness through personalized service. The role involves both transaction processing and proactive client consultations, with a focus on deepening relationships and achieving sales goals

Job Summary

  • The role involves splitting time between client servicing, transaction support, and engaging clients in deeper conversations to uncover financial needs.
  • Employees must embody a strong client experience culture by being present with every client and teammate to impact their day personally and professionally.
  • This position offers a base hourly rate ranging from $19.23 to $28.37 per hour plus potential incentive compensation.

Matching Summary

Match Score: 75

KeyCorp is seeking a Part-Time Financial Wellness Associate in Englewood, Ohio, to engage with clients and support their financial wellness through personalized service. The role involves both transaction processing and proactive client consultations, with a focus on deepening relationships and achieving sales goals.

Salary

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

Skills & Requirements

Must-have

  • Flexible scheduling for any branch hours
  • Cash handling and drawer balancing
  • Developing new and existing client relationships
  • Processing financial service transactions accurately
  • Knowledge of PC Windows applications

Nice-to-have

  • Strong sales and service skills
  • Ability to educate clients on digital platforms
  • Building trust through personalized interactions
  • Proactive calling and networking efforts
  • Notary License certification

Key Requirements

  • High School Diploma or GED required
  • Experience in cash handling required
  • Working knowledge of digital technology required
  • Valid driver's license required
  • Notary License preferred within 180 days

Work Rights

Not specified

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