Financial Wellness Advisor

KeyCorp; Tooele (UT); Hybrid; USD 55,151,000 - 81,292,000; Full time

Job summary

KeyCorp in Tooele, Utah, seeks a Financial Wellness Advisor to balance client servicing and transaction support in a hybrid role. You will engage clients, uncover needs, and offer guidance to improve their financial wellness, both in person and through proactive calls.

In this branch team role, you will process transactions, build trust, and pursue sales goals while following policies and contributing to branch performance. Training and notary prerequisites apply.

Qualifications

• Experience developing current and new client relationships and achieving sales goals.
• Cash handling experience and accuracy in transactions.
• Basic PC skills with Windows and calculator; comfort with digital platforms.

Responsibilities

• Process financial service transactions accurately and efficiently.
• Identify opportunities to deepen client relationships during interactions.
• Provide tailored financial wellness recommendations to clients.
• Collaborate with branch teammates and participate in huddles.
• Ensure compliance and security in all cash operations.

Skills

client relationships

sales skills

cash handling

communication skills

time management

digital literacy

integrity

Education

High School Diploma or equivalent

Tools

Windows PC

Calculator

Online banking platforms

Job description

KeyCorp in Tooele, Utah, seeks a Financial Wellness Advisor to balance client servicing and transaction support in a hybrid role. You will engage clients, uncover needs, and offer guidance to improve their financial wellness, both in person and through proactive calls.

In this branch team role, you will process transactions, build trust, and pursue sales goals while following policies and contributing to branch performance. Training and notary prerequisites apply.