Financial Wellness Associate
KeyBank(18 days ago)
About this role
This role involves serving clients at a bank branch, providing transactional and financial advisory services to support clients' financial wellness. The position emphasizes relationship building, client education, and the delivery of tailored financial solutions in a hybrid work environment.
Required Skills
- CRM
- Cash Handling
- Digital Technology
- Customer Service
- Sales
- Relationship Management
- Financial Products
- Communication
- 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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