Financial Wellness Advisor - Build Client Financial Health

KeyCorp; Eagle (ID); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a hybrid platform Client Service Associate to support client servicing and transaction activity in our Eagle, Idaho branch. You will balance cash, process transactions, and identify opportunities to deepen client relationships while guiding clients to digital banking tools.

You’ll work with branch leadership to prioritize tasks, participate in daily huddles, and promote financial wellness solutions, ensuring service quality and compliance.

Qualifications

• High School Diploma or GED or equivalent business experience.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience and accuracy in transactions.
• Comfort with digital platforms and educating clients on online banking.

Responsibilities

• Process financial service transactions accurately and efficiently.
• Identify opportunities to deepen and expand client relationships during transactions.
• Resolve more complex client servicing issues as a resource.
• Educate clients on digital channels and financial wellness options.
• Meet individual activity and outcome goals; participate in team huddles.

Skills

Client relationships

Cash handling

Digital literacy

Communication

Education

High School Diploma or GED

Notary License (within 180 days)

Tools

Windows PC

Calculator

Job description

KeyBank is seeking a hybrid platform Client Service Associate to support client servicing and transaction activity in our Eagle, Idaho branch. You will balance cash, process transactions, and identify opportunities to deepen client relationships while guiding clients to digital banking tools.

You’ll work with branch leadership to prioritize tasks, participate in daily huddles, and promote financial wellness solutions, ensuring service quality and compliance.