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Financial Wellness Associate
Key
Rockland, MEPosted Aug 17, 2026 · Yesterday$40k – $59k
Full-time$40k – $59kEntry LevelOn-siteBanking
About this role
As a Financial Wellness Associate at KeyBank, you will be a trusted advisor to clients, splitting your time between transaction support and proactively guiding them towards financial wellness. You will work closely with branch leadership and teammates to prioritize high-impact activities and ensure strategic alignment with business goals.
What we are looking for
6- Provide client servicing and transaction support
- Guide clients on financial wellness through conversations and calls
- Identify and resolve complex client servicing issues
- Develop strong partnerships with branch teammates and business partners
- Attain individual activity, behavior, and outcome goals
- Educate clients on financial concepts, products, and services
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.