Financial Wellness Associate
KeyBank(11 days ago)
About this role
A Client Service Associate at KeyBank acts as a trusted advisor, providing financial guidance and support to clients while handling transactions and fostering client relationships. The role involves client servicing, transaction processing, and engagement efforts both in person and via outreach to enhance financial wellness.
Required Skills
- Customer Service
- Cash Handling
- Digital Technology
- Relationship Management
- Financial Products
- Communication
- Sales
- Time Management
- Trust Building
- Financial Education
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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