Financial Wellness Associate - Bilingual Spanish Preferred
KeyBank(2 months ago)
About this role
A Financial Wellness Associate at KeyBank serves as a trusted advisor and partner to branch clients, splitting time between client servicing/transaction support and proactive client engagement. The role focuses on attracting new clients, deepening existing relationships, and guiding clients toward improved financial wellness through in-person and outreach efforts. This position operates within a branch team on a hybrid platform.
Required Skills
- Client Servicing
- Cash Handling
- Sales
- Relationship Management
- Digital Literacy
- Communication
- Time Management
- Compliance
- Prospecting
Qualifications
- High School Diploma or GED
- Notary License (Preferred)
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Financial Services Representative (Bilingual)
World Finance(1 month ago)
Financial Services Representative (Bilingual Preferred)
World Finance(1 month ago)
Financial Services Representative
World Finance(1 month ago)
Financial Services Representative (Bilingual Preferred)
World Finance(1 month ago)
Financial Services Representative
World Finance(1 month ago)
Community Health Worker - bilingual Spanish preferred
Clinical Careers Page(1 month ago)