Client Financial Wellness Advisor

KeyBank; Erie (Erie County); Hybrid; USD 26,491 - 39,082; Full time

Benefits offered by this job

Comprehensive benefits program

Incentive compensation opportunities

Job summary

KeyBank in Erie, Pennsylvania, is seeking a Financial Wellness Advisor to serve our clients by providing financial guidance, developing relationships, and processing transactions. This hybrid role emphasizes client engagement and collaboration with branch teams.

The ideal candidate will have a High School Diploma or GED and experience in client relations and sales. Candidates should possess strong sales skills, a commitment to client service, and familiarity with financial products.

KeyBank offers competitive hourly rates and a comprehensive benefits package.

Qualifications

• Experienced in developing client relationships and achieving sales goals.
• General understanding of PC with Windows applications required.
• Working knowledge of digital technology necessary.

Responsibilities

• Act as a trusted advisor and partner to clients.
• Accurately process financial service transactions.
• Develop strong partnerships with branch teammates.
• Educate clients on financial wellness opportunities.

Skills

Sales and service skills

Time management skills

Strong work ethic

Knowledge of financial products

Communication skills

Education

High School Diploma or GED

Job description

KeyBank in Erie, Pennsylvania, is seeking a Financial Wellness Advisor to serve our clients by providing financial guidance, developing relationships, and processing transactions. This hybrid role emphasizes client engagement and collaboration with branch teams.

The ideal candidate will have a High School Diploma or GED and experience in client relations and sales. Candidates should possess strong sales skills, a commitment to client service, and familiarity with financial products.

KeyBank offers competitive hourly rates and a comprehensive benefits package.