Financial Wellness Associate
KeyBank(16 days ago)
About this role
A Financial Wellness Advisor at KeyBank provides client servicing, financial guidance, and relationship management within a branch setting. The role emphasizes customer interaction, transaction support, and financial education, supporting clients' financial health in person and via outreach. It involves collaboration with branch teams and adherence to compliance and operational standards.
Required Skills
- Customer Service
- Sales
- Cash Handling
- Financial Advice
- Relationship Building
- Digital Technology
- Communication
- Financial Products
- Time Management
- Trust Building
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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