Financial Wellness Associate
KeyBank(2 months ago)
About this role
A Financial Wellness Associate at KeyBank is a client-facing branch team member who balances transaction processing with proactive outreach to support clients' financial wellness. The role focuses on attracting new clients and deepening relationships through personalized guidance and education. It operates in a hybrid branch/platform environment and represents KeyBank's values in client interactions.
Required Skills
- Client Servicing
- Transaction Processing
- Cash Handling
- Sales
- Relationship Building
- Digital Literacy
- Time Management
- Compliance
- Communication
- Prospecting
+2 more
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 Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Teller Full Time (40 hours)
Hancock Whitney(1 month ago)
Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Financial Consultant - Burlingame, CA
Fidelity(3 months ago)
Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid
The University of Texas at Austin Student Government(6 months ago)
Financial Consultant- Torrance, CA
Fidelity(2 months ago)