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Financial Wellness Advisor at KeyBank - ApplyBlast

Financial Wellness Advisor

KeyBank

1 month ago

3.6 on Glassdoor

Livonia, Michigan, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Financial Wellness Advisor serves as a trusted advisor and partner to clients, balancing transaction support with proactive financial guidance to enhance client financial wellness. This role involves deepening client relationships, identifying opportunities for financial products and services, and collaborating with branch teams to align with business priorities. The position requires effective communication, strong sales and service skills, and a commitment to delivering exceptional client experiences.

Responsibilities

Process financial service transactions and identify opportunities to deepen client relationships
Provide customized financial wellness recommendations and guidance to clients
Develop partnerships with branch teammates and line of business partners to acquire clients

Skills

Qualifications

High School DiplomaGEDNotary License

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!