Financial Wellness Associcate
KeyBank(18 days ago)
About this role
This role involves providing financial services and guidance to clients within a branch environment, supporting client relationships, and promoting financial wellness. It combines client service, transaction processing, and proactive engagement to enhance customer experience and support branch goals.
Required Skills
- Client Service
- Cash Handling
- Sales
- Communication
- Digital Technology
- Relationship Management
- Financial Products
- Time Management
- Trust Building
- 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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