Financial Wellness Associate
KeyBank(1 month ago)
About this role
A Financial Wellness Advisor (FWA) at KeyBank is a client-facing branch role focused on supporting clients' financial wellness and advancing branch performance. The role splits time between processing financial transactions and proactively engaging clients to uncover needs and provide guidance. The FWA partners closely with branch leadership and teammates to prioritize high-impact activities and ensure coordinated client service.
Required Skills
- Client Service
- Cash Handling
- Sales
- Relationship Building
- Communication
- Time Management
- Compliance
- Digital Literacy
- Financial Advice
- Cash Management
Qualifications
- High School Diploma or GED
- Equivalent Business Experience
- 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!
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