Client Financial Wellness Advisor

KeyBank; Issaquah (WA); Híbrido; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

KeyBank is seeking a client-focused professional to support both in-person and proactive outreach activities. The role centers on servicing clients, identifying financial wellness opportunities, and guiding customers toward appropriate solutions within a busy branch environment.

In this hybrid position, you will collaborate with branch leadership and teammates to prioritize high-impact activities, ensuring timely service and strong client relationships. Occasional Saturday coverage is required.

Responsabilidades

• Embodies a strong client experience culture, being present with every client and teammate.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Work on Saturdays as directed by management.
• Staff schedules are based on anticipated branch traffic and transaction volume to ensure sufficient coverage of client service needs.

Descripción del empleo

KeyBank is seeking a client-focused professional to support both in-person and proactive outreach activities. The role centers on servicing clients, identifying financial wellness opportunities, and guiding customers toward appropriate solutions within a busy branch environment.

In this hybrid position, you will collaborate with branch leadership and teammates to prioritize high-impact activities, ensuring timely service and strong client relationships. Occasional Saturday coverage is required.