Financial Wellness Advisor

KeyBank; Monroe (MI); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Monroe, Michigan seeks a Branch Financial Service Associate (hybrid platform) to support client servicing and transactional work while forwarding financial wellness conversations. The role emphasizes accurate processing, client relationship building, and collaboration with branch leadership to align with business priorities.

The position requires a High School Diploma or equivalent, cash handling experience, and comfort with digital platforms.

Qualifications

• High School Diploma or GED required.
• Experience building client relationships and achieving sales goals.
• Proficient with Windows-based PC applications and calculators.
• Comfort with digital technology and educating clients on digital channels.

Responsibilities

• Deliver reliable client service and transactions, expanding client relationships.
• Identify opportunities during transactions to suggest financial solutions.
• Resolve routine servicing issues and guide clients to appropriate bankers.
• Engage in in-person and proactive client conversations to support financial wellness.

Education

High School Diploma GED

Job description

KeyBank in Monroe, Michigan seeks a Branch Financial Service Associate (hybrid platform) to support client servicing and transactional work while forwarding financial wellness conversations. The role emphasizes accurate processing, client relationship building, and collaboration with branch leadership to align with business priorities.

The position requires a High School Diploma or equivalent, cash handling experience, and comfort with digital platforms.