WorkMyWay

Be a problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities. Float Financial Wellness Associates (FWAs) split their time between client servicing and transaction support (70%) and engaging clients to uncover financial needs and provide guidance (30%). This hybrid branch role focuses on attracting new clients, deepening existing relationships, and building client confidence in their finances.

Primary Responsibilities

• Embody a strong client experience culture and positively impact clients’ personal, professional, and financial lives.
• Accurately process all financial service transactions while identifying opportunities to deepen client relationships.
• Resolve complex client servicing issues and provide effective, customized financial wellness recommendations.
• Consistently meet individual activity, behavior, and outcome expectations.
• Participate in or facilitate morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures; balance cash drawer within guidelines.
• Build strong partnerships with branch teammates and business partners to acquire and deepen client relationships.
• Maintain up-to-date knowledge of product guides, fees, and policies.
• Perform other duties as assigned, adhering to KeyBank policies and ethical standards.

Required Experience

• Experience developing new and existing client relationships, achieving sales goals, and building referral sources through tele-consulting, outside calling, prospecting, and networking.
• Experience handling cash transactions.
• General knowledge of PC Windows applications and calculator use.
• Working knowledge of digital technology (mobile, apps, web-based browsing) with ability to educate clients on digital platforms.

Required Education

• High School Diploma, GED, or equivalent business experience.

Work Environment / Physical Demands

• Prolonged standing (5–8 hours/day), frequent hand use, face-to-face and phone communication with clients.
• Occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1–10 lbs, occasional lifting up to 30 lbs.
• Ability to routinely operate a motor vehicle with a valid driver’s license.

Location of this Position

• 3848 S State Street, Ann Arbor, Michigan 48108

About the Company
KeyCorp is an Equal Opportunity Employer committed to 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. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.