Financial Wellness Associate
KeyBank(1 month ago)
About this role
A Financial Wellness Advisor at KeyBank works within a branch to support client financial wellbeing and contribute to branch performance. The role balances client transaction servicing with proactive client engagement to identify financial needs and guide clients through KeyBank products and digital channels. It operates in a hybrid platform model while being primarily office-based and closely coordinated with branch leadership.
Required Skills
- Client Servicing
- Cash Handling
- Sales
- Relationship Management
- Digital Literacy
- Time Management
- Communication
- Compliance
- Prospecting
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!
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