Financial Wellness Advisor

KeyBank; Toledo (OH); Hybrid; USD 38,000 - 52,000; Full time

Job summary

KeyBank in Toledo, Ohio is seeking a client-focused Financial Wellness Advisor to help individuals and business clients move forward in their financial journey. The role splits time between servicing clients and processing transactions, with about 70% focused on conversations to uncover needs and provide guidance, and 30% on proactive outreach via calls and in-person meetings.

In a hybrid branch setting, you will collaborate with branch leadership and teammates to prioritize high-impact

Qualifications

• High School Diploma or equivalent business experience.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience and basic PC skills.
• Knowledge of digital platforms and ability to educate clients on digital channels.
• Notary license within 180 days (preferred).

Responsibilities

• Process financial service transactions and identify opportunities to deepen client relationships.
• Provide effective and customized financial wellness recommendations to clients.
• Collaborate with branch teammates and leadership to support branch performance.
• Participate in morning huddles and end-of-day debriefs.
• Ensure compliance, audit, and security procedures during cash operations.

Skills

Client relations

Cash handling

Sales

Communication

Digital literacy

Education

High School Diploma

Job description

KeyBank in Toledo, Ohio is seeking a client-focused Financial Wellness Advisor to help individuals and business clients move forward in their financial journey. The role splits time between servicing clients and processing transactions, with about 70% focused on conversations to uncover needs and provide guidance, and 30% on proactive outreach via calls and in-person meetings.

In a hybrid branch setting, you will collaborate with branch leadership and teammates to prioritize high-impact