ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Financial Wellness Advisor at KeyBank - ApplyBlast

Financial Wellness Advisor

KeyBank

7 days ago

3.6 on Glassdoor

Brighton, Michigan, United States

Hybrid

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Financial Wellness Advisor serves as a trusted advisor and partner to clients, balancing transaction support with proactive engagement to uncover financial needs and provide tailored solutions. This role focuses on deepening client relationships, driving financial wellness, and collaborating with branch teams to align with business priorities. The position requires strong communication skills, a client-centric approach, and the ability to navigate complex servicing issues while maintaining compliance and security standards.

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

View Profile

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