Financial Wellness Advisor

KeyBank; Tualatin (OR); In loco; USD 26.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

Incentive compensation

Descrizione del lavoro

KeyBank is seeking a customer-focused professional to join our branch team in a hybrid platform role. You will service clients in person and via proactive calls, deepen relationships, and provide tailored financial guidance to support clients’ financial wellness.

As part of the branch, you’ll participate in daily huddles, maintain accuracy in transactions, and stay current on product guides and policies while upholding compliance and ethical standards.

Competenze

• High school diploma or GED; equivalent business experience required.
• Experience developing client relationships and achieving sales goals.
• Cash handling experience and basic PC skills.
• Experience with digital platforms and educating clients on digital tools.
• Notary license within 180 days preferred.

Mansioni

• Provide excellent client experience and strengthen client relationships.
• Process financial transactions accurately; identify upsell opportunities.
• Resolve complex client servicing issues.
• Educate clients on financial wellness and available products.
• Maintain cash drawer and follow compliance procedures.
• Collaborate with branch teammates to grow business.

Conoscenze

Client relations

Sales skills

Service excellence

Financial wellness guidance

Formazione

High School Diploma / GED

Strumenti

Windows

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Descrizione del lavoro

KeyBank is seeking a customer-focused professional to join our branch team in a hybrid platform role. You will service clients in person and via proactive calls, deepen relationships, and provide tailored financial guidance to support clients’ financial wellness.

As part of the branch, you’ll participate in daily huddles, maintain accuracy in transactions, and stay current on product guides and policies while upholding compliance and ethical standards.