Financial Wellness Associate
KeyBank(1 month ago)
About this role
A Financial Wellness Advisor (FWA) at KeyBank serves as a trusted advisor and partner to clients in the branch, helping them navigate their financial journeys. The role balances client servicing and transaction support with proactive client engagement to uncover needs and provide tailored financial guidance. The FWA collaborates closely with branch leadership and teammates to prioritize high-impact activities that support branch performance.
Required Skills
- Client Servicing
- Transaction Processing
- Cash Handling
- Sales
- Relationship Building
- Digital Literacy
- Compliance
- Time Management
- Communication
Qualifications
- High School Diploma or GED
- Notary License (Preferred)
- Valid Driver's License
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 - Universal 1 Credit Union
LPL Financial(4 months ago)
Financial Services Representative
World Finance(1 month ago)
Financial Advisor - Spokane Teacher Credit Union
LPL Financial(4 months ago)
Financial Advisor - Horizon Credit Union
LPL Financial(5 months ago)
Financial Services Representative
World Finance(1 month ago)
Full Time Branch Ambassador - West Congress
Capital(1 month ago)