Financial Wellness Associate
KeyBank(18 days ago)
About this role
This role involves providing financial services and advice to clients in a bank branch setting, focusing on client relationships, transaction support, and financial wellness guidance. The position emphasizes customer service, sales, and adherence to compliance and security procedures, with a focus on supporting clients' financial health through personalized interactions.
Required Skills
- Customer Service
- Sales
- Cash Handling
- Financial Advice
- Digital Technology
- Communication
- Relationship Management
- Product Knowledge
- Time Management
- Compliance
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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