Financial Wellness Advisor

KeyBank; Lakewood (WA); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a branch-based professional in a hybrid role serving clients and handling transactions. You will engage clients to uncover needs, provide guidance, and support financial wellness both in person and via proactive outreach.

This position requires strong client relationship skills, cash handling experience, and knowledge of digital banking platforms. The role emphasizes coordination with branch leadership and teammates to optimize daily performance and client experience in a

Qualifications

• High School Diploma GED or equivalent business experience.
• Experienced in developing current and new client relationships and achieving sales goals.
• Experienced in cash handling and accurate transaction processing.
• Working knowledge of digital technology and ability to educate clients on digital channels.

Responsibilities

• Be a problem solver and trusted advisor to clients and businesses in KeyBank communities.
• Balance cash drawer and follow cash handling procedures.
• Identify opportunities during transactions to deepen client relationships.
• Provide financial wellness guidance and solutions to clients.

Skills

Client knowledge

Sales and service

Integrity

Time management

Financial wellness guidance

Digital platforms knowledge

Education

High School Diploma GED

Tools

Windows PC

Job description

KeyBank is seeking a branch-based professional in a hybrid role serving clients and handling transactions. You will engage clients to uncover needs, provide guidance, and support financial wellness both in person and via proactive outreach.

This position requires strong client relationship skills, cash handling experience, and knowledge of digital banking platforms. The role emphasizes coordination with branch leadership and teammates to optimize daily performance and client experience in a