Financial Wellness Advisor

KeyBank; Macedonia (OH); Hybrid; USD 36,000 - 48,000; Full time

Job summary

KeyBank in Macedonia, OH, is seeking a client-focused Financial Wellness Advisor to support branch operations and engage clients in meaningful conversations about their financial needs. The role combines in-person service with proactive outreach to deliver tailored guidance and solutions.

As part of a hybrid branch team, you will coordinate with leadership to prioritize high-impact activities, maintain policy compliance, and help clients advance in their financial journeys.

Qualifications

• Experienced in developing current and new client relationships and achieving sales goals.
• Experienced in cash handling and using Windows PC applications.
• Knowledge of digital technology and ability to educate clients on digital platforms.
• Notary license within 180 days preferred.

Responsibilities

• Accepts and accurately processes all financial service transactions, while identifying opportunities to deepen client relationships.
• Identifies and resolves more complex client servicing issues.
• Listen for financial wellness opportunities and provide tailored recommendations.
• Meet activity, behavior, and outcome goals and participate in team huddles and debriefs.
• Follow compliance, audit, and security procedures and balance cash drawer.
• Build partnerships with branch teammates and external centers of influence.
• Stay current on product guides, fees, and policies; work on Saturdays as needed.

Skills

Client relationship development

Cash handling

Digital literacy

Sales & service skills

Time management

Financial wellness guidance

Communication & trust-building

Education

High School Diploma GED

Notary License within 180 Days (preferred)

Job description

KeyBank in Macedonia, OH, is seeking a client-focused Financial Wellness Advisor to support branch operations and engage clients in meaningful conversations about their financial needs. The role combines in-person service with proactive outreach to deliver tailored guidance and solutions.

As part of a hybrid branch team, you will coordinate with leadership to prioritize high-impact activities, maintain policy compliance, and help clients advance in their financial journeys.