Financial Wellness Advisor

KeyBank; Whitehall (Lehigh County); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a branch-focused Financial Wellness Advisor in Whitehall, PA. The role blends client servicing and transaction support, emphasizing proactive conversations to uncover client needs and provide tailored financial guidance.

In this hybrid environment, you will collaborate with branch leadership to optimize daily operations, nurture client relationships, and drive branch performance while adhering to compliance and security standards.

Qualifications

• Experience in developing current and new client relationships and achieving sales goals.
• Proficient with cash handling and basic PC use.
• Ability to educate clients on digital banking platforms.

Responsibilities

• Process transactions accurately and balance cash drawer.
• Identify opportunities to deepen client relationships during transactions.
• Provide financial wellness guidance and product recommendations.
• Collaborate with branch teammates and partners to support branch goals.
• Maintain knowledge of product guides, fees, and policies.

Skills

Cash handling

Sales & service

Client relationship

Digital platforms education

Communication

Time management

Financial wellness guidance

Education

High School Diploma GED (required)

Notary License within 180 Days (preferred)

Job description

KeyBank is seeking a branch-focused Financial Wellness Advisor in Whitehall, PA. The role blends client servicing and transaction support, emphasizing proactive conversations to uncover client needs and provide tailored financial guidance.

In this hybrid environment, you will collaborate with branch leadership to optimize daily operations, nurture client relationships, and drive branch performance while adhering to compliance and security standards.