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Financial Wellness Associate at KeyBank - ApplyBlast

Financial Wellness Associate

KeyBank

3 days ago

3.6 on Glassdoor

Lakewood, Colorado, United States

Hybrid

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 client servicing and transaction support with proactive engagement to uncover financial needs and provide tailored solutions. This hybrid branch role involves collaborating with leadership and teammates to prioritize high-impact activities, ensuring strategic time management aligned with business priorities and client needs. The position focuses on fostering strong client relationships, resolving complex servicing issues, and promoting 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!