Financial Wellness Assoicate
KeyBank(1 month ago)
About this role
A Financial Wellness Advisor (FWA) at KeyBank is a customer-facing branch role focused on serving retail clients and local businesses. The position is part of the branch team and supports the bank’s mission to help clients progress in their financial journeys. The role operates in an office-based branch environment and participates in both transactional and client engagement activities.
Required Skills
- Client Service
- Cash Handling
- Sales
- Relationship Management
- Digital Literacy
- Communication
- Time Management
- Compliance
- Prospecting
- Financial Advising
Qualifications
- High School Diploma or GED
- Notary License (Preferred)
- Valid Driver's License
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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