Financial Wellness Advisor

KeyCorp; Poulsbo, Northern (WA, KY); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyCorp in Poulsbo, WA seeks a Financial Wellness Associate to serve clients with personalized financial guidance. The role balances client servicing (70%) and transaction support (30%), in a hybrid branch setting, coordinating with leadership and teammates to drive branch performance.

You will advise on banking products, manage cash operations, and educate clients on digital channels while meeting activity and sales goals.

Qualifications

• High School Diploma GED or equivalent business experience.
• Experience developing client relationships and achieving sales goals.
• Cash handling experience is required.
• Familiarity with digital banking platforms and channels.

Responsibilities

• Process financial service transactions and identify opportunities to deepen client relationships.
• Resolve basic and complex client servicing issues with accuracy.
• Provide customized financial wellness recommendations to clients.
• Collaborate with branch team to support client acquisition and retention.
• Maintain compliance, cash drawer balance, and reliable records.

Skills

Client relationship

Sales experience

Cash handling

Digital banking knowledge

Education

High School Diploma GED

Job description

KeyCorp in Poulsbo, WA seeks a Financial Wellness Associate to serve clients with personalized financial guidance. The role balances client servicing (70%) and transaction support (30%), in a hybrid branch setting, coordinating with leadership and teammates to drive branch performance.

You will advise on banking products, manage cash operations, and educate clients on digital channels while meeting activity and sales goals.