Financial Wellness Advisor | Client-Centric Banking & Growth

KeyCorp; Orwell Township (OH); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyCorp is seeking a hybrid Client Service/Financial Wellness professional in Orwell, OH to support branch sales and service goals. This role balances client servicing with proactive outreach, helping customers manage financial wellness and utilize bank channels.

Responsibilities include processing transactions, identifying relationship opportunities, and collaborating with branch leadership to optimize daily performance.

Qualifications

• Experienced in developing current and new client relationships, achieving sales goals, and building referral sources.
• Experienced in cash handling.
• General understanding of PC with Windows based applications and calculator.
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker.
• Provides effective and customized financial wellness recommendations to clients.

Skills

Client relationships

Sales & service

Cash handling

Digital platforms education

Communication

Education

High School Diploma GED, or equivalent business experience (required)

Notary License within 180 Days (preferred)

Job description

KeyCorp is seeking a hybrid Client Service/Financial Wellness professional in Orwell, OH to support branch sales and service goals. This role balances client servicing with proactive outreach, helping customers manage financial wellness and utilize bank channels.

Responsibilities include processing transactions, identifying relationship opportunities, and collaborating with branch leadership to optimize daily performance.