Financial Wellness Associate
KeyBank
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.
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