ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Financial Wellness Associate at KeyBank - ApplyBlast

Financial Wellness Associate

KeyBank

10 days ago

3.6 on Glassdoor

Dayton, Ohio, United States

Hybrid

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Financial Wellness Associate serves as a trusted advisor and partner to clients and businesses within Key Bank communities, balancing client servicing, transaction support, and proactive financial wellness guidance. This hybrid role involves collaborating with branch leadership to prioritize high-impact activities, ensuring strategic time management aligned with business priorities and client needs. The position focuses on deepening client relationships, uncovering financial needs, and providing tailored solutions to support clients' financial journeys.

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

View Profile

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