Financial Wellness Associate
KeyBank(22 days ago)
About this role
A Financial Wellness Advisor (FWA) at KeyBank partners with clients and local businesses to support their financial journeys, focusing on both transaction servicing and proactive engagement to identify needs and recommend solutions. The role operates as part of a branch team in a hybrid platform model and emphasizes client experience, branch performance, and financial wellness education.
Required Skills
- Client Servicing
- Transaction Processing
- Cash Handling
- Sales
- Relationship Management
- Digital Technology
- Time Management
- Compliance
- Communication
- Prospecting
+1 more
Qualifications
- High School Diploma
- 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!
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