Client Financial Wellness Advisor

KeyCorp; Oakdale (NY); On-site; USD 55,167,000 - 81,278,000; Full time

Benefits offered by this job

Incentive compensation

Benefits package

Job summary

KeyCorp in Hudson, NY seeks a front-line financial services associate who balances client servicing with transaction support. The role focuses on building relationships, identifying needs, processing transactions, and guiding clients toward financial wellness through pro-active conversations.

The position requires cash handling experience, strong sales/service skills, and a solid PC/Windows foundation. Hybrid, office-based work with potential for additional hours and compliance responsibilities.

Qualifications

• High School Diploma GED, or equivalent business experience (required).
• Experience in developing current and new client relationships, achieving sales goals, and building referral sources.
• Experience in cash handling.
• General understanding of PC with Windows based applications and calculator.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• 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; Provides effective and customized financial wellness recommendations to clients.

Skills

Client relationship development

Cash handling

Sales and service

Financial wellness guidance

Product knowledge

Communication skills

Time management

Trust-building

Education

High School Diploma GED, or equivalent business experience

Tools

Windows

Calculator

Job description

KeyCorp in Hudson, NY seeks a front-line financial services associate who balances client servicing with transaction support. The role focuses on building relationships, identifying needs, processing transactions, and guiding clients toward financial wellness through pro-active conversations.

The position requires cash handling experience, strong sales/service skills, and a solid PC/Windows foundation. Hybrid, office-based work with potential for additional hours and compliance responsibilities.