Financial Wellness Advisor

KeyBank; Town of Pawling (NY); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a Client Service & Financial Wellness Advisor at our Pawling, NY branch. The role blends client servicing with transactional support, focusing on deepening relationships and guiding clients toward financial wellness both in person and via proactive outreach.

The position emphasizes a strong customer-service culture, accurate transaction handling, and compliance, with Saturday shifts as directed and ongoing collaboration with branch leadership and teammates.

Qualifications

• High School Diploma GED or equivalent business experience.
• Experience in developing client relationships and achieving sales goals.
• Experience with cash handling and basic PC software.
• Ability to educate clients on digital platforms and capabilities.

Responsibilities

• Be a problem solver, trusted advisor, and partner to clients in the KeyBank communities.
• Accept and accurately process all financial service transactions and deepen client relationships.
• Identify opportunities during transactions to broaden client relationships and advise on solutions.
• Listen for financial wellness opportunities and guide clients to appropriate services.
• Meet individual activity, behavior, and outcome goals; participate in huddles/debriefs.
• Follow compliance, audit, and security procedures; balance cash drawer.
• Develop partnerships with branch teammates and internal/external partners to grow client base.
• Review product guides, fees, and policies to stay current on offerings.
• Work on Saturdays as directed by management.
• Other duties as assigned; adapt to changing responsibilities.
• Comply with KeyBank policies and code of conduct.

Skills

Customer service

Sales

Cash handling

Digital banking

Communication

Time management

Relationship building

Education

High School Diploma GED

Tools

Windows PC

Job description

KeyBank is seeking a Client Service & Financial Wellness Advisor at our Pawling, NY branch. The role blends client servicing with transactional support, focusing on deepening relationships and guiding clients toward financial wellness both in person and via proactive outreach.

The position emphasizes a strong customer-service culture, accurate transaction handling, and compliance, with Saturday shifts as directed and ongoing collaboration with branch leadership and teammates.