Financial Wellness Associate
KeyBank(10 days ago)
About this role
Key Bank is seeking a Flexible Wealth Advisor (FWA) to serve clients and support branch performance through transactional support and financial guidance. The role involves client relationship development, transaction processing, and financial wellness advice within a branch setting. It emphasizes a customer-centric approach to help clients achieve their financial goals.
Required Skills
- Customer Service
- Sales
- Cash Handling
- Financial Products
- Relationship Management
- Communication
- Digital Technology
- Time Management
- Compliance
- Financial Planning
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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