Financial Wellness Associate
KeyBank(8 days ago)
About this role
This role at KeyBank involves providing personalized financial services and advice to clients, focusing on client experience, sales, and relationship building within a branch setting. The job combines client servicing, transaction support, and proactive financial wellness guidance to help clients achieve their financial goals.
Required Skills
- Customer Service
- Sales
- Cash Handling
- Digital Technology
- Financial Products
- Communication
- Relationship Management
- Time Management
- Compliance
- 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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