Financial Wellness Associate

Job Listing ID:

4490865

Job Title:

Financial Wellness Associate Application Deadline:

08/10/2026

Job Location:

Portland

Date Posted:

05/13/2026

Hours Worked Per Week:

40

Shift:

Day Shift Duration of Job:

Full Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

Location:

6620 SW Beaverton Hillsdale Highway - Portland, Oregon 97225 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome goals and expectations. Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs. Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence. Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's... For full info follow application link. KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status

Job Classification:

Securities, Commodities, and Financial Services Sales Agents Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Driver License Information

Required:

Non-Commercial Drivers License Compensation

Salary:

Depending on Experience Job Requirements

Experience Required:

 None

Education Required:

High School Diploma/GED

Minimum Age:

N/A Gender:

N/A