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Financial Wellness Associate at KeyBank - ApplyBlast

Financial Wellness Associate

KeyBank

3 days ago

3.6 on Glassdoor

Estacada, Oregon, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Financial Wellness Associate serves as a trusted advisor and partner to clients, balancing transaction support with proactive engagement to uncover financial needs and provide tailored guidance. This role involves collaborating with branch leadership to prioritize high-impact activities and ensure strategic alignment with business priorities. The associate works to deepen client relationships, resolve complex servicing issues, and promote overall financial wellness through education and customized recommendations.

Responsibilities

Process financial service transactions and identify opportunities to deepen client relationships
Provide customized financial wellness recommendations and guidance to clients
Resolve complex client servicing issues and maintain compliance with bank policies

Skills

Qualifications

High School DiplomaGEDNotary License

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!