Financial Wellness Advisor - Branch Banking (Hybrid)

KeyBank; West Chester Township (OH); Hybrid; USD 26,000 - 39,000; Full time

Benefits offered by this job

Hybrid work model

Notary license (preferred)

Job summary

KeyBank is seeking a Financial Wellness Advisor in West Chester, OH. The role blends client servicing and transaction support within a hybrid branch environment, collaborating with leadership to prioritize high-impact tasks and improve branch performance.

You will greet clients, process transactions, identify wellness opportunities, and guide customers to suitable financial solutions. A Notary license within 180 days is preferred, with a strong emphasis on integrity and service quality.

Qualifications

• High school diploma or equivalent required.
• Experience in developing client relationships and meeting sales goals.
• Strong cash handling and financial transactions knowledge.
• Comfort with digital platforms and educating clients on online tools.

Responsibilities

• Provide strong client service and support at the branch.
• Process financial transactions accurately and identify opportunities to deepen relationships.
• Educate clients on digital banking options and services.

Skills

Client relationship development

Sales skills

Cash handling

Digital literacy

Communication skills

Time management

Education

High School Diploma or GED

Tools

PC Windows applications

Calculator

Job description

KeyBank is seeking a Financial Wellness Advisor in West Chester, OH. The role blends client servicing and transaction support within a hybrid branch environment, collaborating with leadership to prioritize high-impact tasks and improve branch performance.

You will greet clients, process transactions, identify wellness opportunities, and guide customers to suitable financial solutions. A Notary license within 180 days is preferred, with a strong emphasis on integrity and service quality.