Financial Wellness Associate
KeyBank(22 days ago)
About this role
A Financial Wellness Advisor (FWA) at KeyBank serves as a trusted advisor to individuals and businesses, focusing on client financial wellness through in-person interactions and proactive outreach. The role balances client servicing and transaction support with deeper client engagements, working closely with branch leadership to prioritize activities that support branch performance.
Required Skills
- Client Servicing
- Transaction Processing
- Financial Wellness
- Cash Handling
- Sales
- Relationship Building
- Digital Literacy
- Time Management
- Compliance
- Communication
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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