Financial Wellness Advisor — Client-Centric Banking

KeyBank; Lakewood (WA); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyCorp seeks a customer-focused professional to support clients in a hybrid branch role, balancing servicing with proactive outreach. You will foster relationships, process transactions accurately, and guide clients toward financial wellness.

Role emphasizes compliance, teamwork, and ongoing learning about product guides, fees, and policies. Some Saturdays required, with opportunities for growth in a supportive banking culture.

Qualifications

• High School Diploma or equivalent business experience.
• Experience developing client relationships and achieving sales goals.
• Experience in cash handling and using Windows-based applications.
• Familiar with digital platforms and educating clients on them.
• Notary license within 180 days preferred.

Responsibilities

• Provide excellent client experience and identify opportunities to deepen relationships.
• Accurately process financial service transactions and balance cash drawer.
• Resolve complex servicing issues and guide clients to financial wellness options.
• Collaborate with branch teammates and partners to drive branch performance.
• Adhere to compliance, security procedures, and company policies.

Skills

Client relationship

Sales skills

Cash handling

Communication

Time management

Financial literacy

Digital literacy

Education

High school diploma

Notary license (preferred)

Tools

Windows OS

Calculator

Job description

KeyCorp seeks a customer-focused professional to support clients in a hybrid branch role, balancing servicing with proactive outreach. You will foster relationships, process transactions accurately, and guide clients toward financial wellness.

Role emphasizes compliance, teamwork, and ongoing learning about product guides, fees, and policies. Some Saturdays required, with opportunities for growth in a supportive banking culture.