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Financial Wellness Advisor at KeyBank - ApplyBlast

Financial Wellness Advisor

KeyBank

7 days ago

3.6 on Glassdoor

Findlay, Ohio, United States

Onsite

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 in Key Bank communities, balancing client servicing and transaction support with proactive engagement to uncover financial needs. This role focuses on deepening client relationships, providing customized financial wellness recommendations, and ensuring a strong client experience culture. Success requires effective coordination with branch leadership and teammates to align time with business priorities and client needs.

Responsibilities

Process financial service transactions and identify opportunities to deepen client relationships
Provide customized financial wellness recommendations and guidance to clients
Resolve complex client servicing issues and maintain compliance with bank policies

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!