KeyBank
The Financial Wellness Advisor at KeyBank works on a hybrid branch platform, spending 70% of time on client servicing and transaction support and 30% on proactive outreach to identify financial wellness opportunities. The role involves building and deepening client relationships, providing tailored financial guidance, and supporting branch performance through coordinated teamwork.
Headquarters
Cleveland, Ohio, United States
Company Size
10001+ employees
Founded
1849
Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for KeyBank.
11% below the average for this role
KeyBank Names Walters Corporate Responsibility Officer
Dec 10, 2025