KeyBank

Financial Wellness Associate - Bilingual Spanish Preferred

KeyBank

3 months ago
Baldwin Place, NY
Hybrid
Full Time
Junior
0 applicants
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KeyBank
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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.

Skills

Qualifications

High School Diploma or GEDNotary License (Preferred)
KeyBank

About KeyBank

key.com

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

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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