Financial Wellness Advisor

KeyBank; North Carolina; On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a Hire Ahead associate to be a trusted advisor within a hybrid branch team. You will split time between client servicing and transaction support and engage clients to uncover needs and deliver financial wellness guidance in person and by call.

You will work across multiple Columbus-area branches, with Saturday work as directed and strict adherence to policies and procedures. The role emphasizes providing tailored financial strategies, building client relationships, and

Qualifications

• High school diploma or equivalent business experience.
• Experience developing client relationships and achieving sales goals.
• Cash handling experience and basic PC skills.
• Familiarity with digital platforms and educating clients on online banking.

Responsibilities

• Provide excellent client service and accurate cash handling.
• Process financial service transactions and identify opportunities to deepen relationships.
• Resolve more complex client servicing issues and offer financial wellness guidance.
• Maintain knowledge of product guides, fees, and policies; comply with procedures.
• Support branch leadership and collaborate with teammates to drive branch performance.

Skills

Client relationship

Sales skills

Cash handling

Digital literacy

Communication

Time management

Financial wellness guidance

Education

High School Diploma/GED

Tools

Windows PC

Job description

KeyBank is seeking a Hire Ahead associate to be a trusted advisor within a hybrid branch team. You will split time between client servicing and transaction support and engage clients to uncover needs and deliver financial wellness guidance in person and by call.

You will work across multiple Columbus-area branches, with Saturday work as directed and strict adherence to policies and procedures. The role emphasizes providing tailored financial strategies, building client relationships, and