About this role
A Financial Wellness Advisor at KeyBank serves as a trusted partner to clients, assisting them with financial services and advice. The role involves client interaction, transaction support, and promoting financial health through personalized guidance, all within a branch setting.
Required Skills
- Customer Service
- Sales
- Cash Handling
- Digital Technology
- Communication
- Relationship Management
- Financial Products
- Financial Education
- 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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