Financial Wellness Associate
KeyBank(1 month ago)
About this role
A Financial Wellness/Branch associate at KeyBank serves as a trusted advisor and partner to clients and local businesses, helping them move forward in their financial journeys. The role balances in-branch client servicing with proactive outreach to uncover needs and guide clients toward financial wellness. The position is part of the branch team and supports branch performance through coordinated activities and client engagement.
Required Skills
- Cash Handling
- Client Service
- Sales
- Relationship Management
- Digital Literacy
- Time Management
- Compliance
- Communication
- Financial Education
- Prospecting
Qualifications
- High School Diploma
- 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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