Financial Wellness Associate
KeyBank
About this role
A Financial Wellness Advisor (FWA) at KeyBank serves as a client-facing branch team member who acts as a trusted advisor to individuals and businesses in the community. The role balances transaction support with proactive client engagement to promote clients' overall financial wellness and support branch performance. The FWA operates within a hybrid platform while working closely with branch leadership and teammates.
Skills
Qualifications
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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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$38k – $57k
per year