Financial Wellness Advisor - Hybrid Branch Role

Dormont Manufacturing Co; France; On-site; EUR 23,174 - 34,189; Full time

Job summary

KeyBank is seeking a proactive financial service associate to support client servicing and transaction activities in a hybrid-capable branch role. You will balance cash, process transactions, and spot opportunities to grow client relationships, both in person and by proactive outreach.

The role emphasizes delivering financial wellness guidance, cross-selling products, and collaborating with branch leadership to optimize daily performance.

Qualifications

• High School Diploma or GED (required)
• Experience developing client relationships and meeting sales goals
• Cash handling experience
• Comfort with Windows-based PCs and basic calculators
• Familiarity with digital channels and guiding clients online
• Notary license within 180 days (preferred)

Responsibilities

• Provide excellent client service and engage clients to deepen relationships
• Process financial transactions accurately and identify sales opportunities
• Resolve more complex client servicing issues
• Educate clients on digital banking options
• Meet activity, behavior and performance goals
• Coordinate with branch leadership and teammates for smooth operations

Skills

Client relationship development

Sales and service

Cash handling

Digital platform education

Notary license within 180 days (pref)

Time management

Integrity

Communication

Education

High School Diploma or GED

Job description

KeyBank is seeking a proactive financial service associate to support client servicing and transaction activities in a hybrid-capable branch role. You will balance cash, process transactions, and spot opportunities to grow client relationships, both in person and by proactive outreach.

The role emphasizes delivering financial wellness guidance, cross-selling products, and collaborating with branch leadership to optimize daily performance.