Financial Wellness Advisor: Client Banking & Solutions

Pittsburgh Tomorrow; Pittsburgh (Allegheny County); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Pittsburgh, PA is seeking a Financial Wellness Advisor to be a trusted partner for our clients. This hybrid role splits time between client servicing (70%) and proactive outreach (30%), working with branch leadership to align activities with top priorities and client needs.

The position emphasizes delivering financial wellness guidance and building strong advisor-client relationships. Applicants should have a High School Diploma or equivalent business experience, plus cash handling

Qualifications

• High School Diploma or equivalent business experience required.
• Experience in cash handling and developing client relationships.
• Ability to use Windows-based applications and calculators.

Responsibilities

• Provide exceptional client service and process transactions accurately.
• Identify opportunities to deepen client relationships during transactions.
• Educate clients on digital channels and financial products.
• Collaborate with branch teammates and leaders to support branch goals.
• Maintain compliance with policies and procedures.

Skills

Client relationship

Sales & service

Time management

Financial wellness

Communication

Education

High School Diploma

Job description

KeyBank in Pittsburgh, PA is seeking a Financial Wellness Advisor to be a trusted partner for our clients. This hybrid role splits time between client servicing (70%) and proactive outreach (30%), working with branch leadership to align activities with top priorities and client needs.

The position emphasizes delivering financial wellness guidance and building strong advisor-client relationships. Applicants should have a High School Diploma or equivalent business experience, plus cash handling