Financial Wellness Associate
KeyBank(1 month ago)
About this role
A Financial Wellness Associate at KeyBank acts as a trusted partner to clients, focusing on their financial wellness by understanding and addressing their needs through personalized conversations. The role involves both client servicing and transaction support, working collaboratively within a branch team to build and deepen client relationships while promoting financial products and services.
Required Skills
- Client Relationship Management
- Sales Skills
- Cash Handling
- Financial Education
- Communication Skills
Qualifications
- High School Diploma or GED
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!
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