Client-Focused Financial Wellness Advisor

Monmouth University; Seattle (WA); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Seattle is seeking a hybrid Financial Wellness Advisor to support clients with transactions, advisory interactions, and proactive outreach. You will balance in-branch service with outreach activities to uncover needs and strengthen client relationships, delivering tailored financial wellbeing guidance.

Success comes from strong teamwork, disciplined adherence to policy, and a proactive approach to opportunities.

Qualifications

• Experienced in developing current and new client relationships, achieving sales goals, and building referral sources.
• Experienced in cash handling.
• General understanding of PC with Windows based applications and calculator.
• Working knowledge of digital technology and ability to educate clients on digital platforms and capabilities.

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.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Develops strong partnerships with branch teammates and line of business partners.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Work on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including acting professionally at all times.

Education

High School Diploma GED, or equivalent business experience (required)

Job description

KeyBank in Seattle is seeking a hybrid Financial Wellness Advisor to support clients with transactions, advisory interactions, and proactive outreach. You will balance in-branch service with outreach activities to uncover needs and strengthen client relationships, delivering tailored financial wellbeing guidance.

Success comes from strong teamwork, disciplined adherence to policy, and a proactive approach to opportunities.