Financial Wellness Advisor - Client Growth

KeyCorp

Pittsburgh (Allegheny County)

Hybrid

USD 26,000 - 39,000

Full time

14 days+

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Job summary

KeyCorp is seeking a Branch Financial Wellness Advisor in Pittsburgh. The role blends client servicing and transaction support, with about 70% focus on servicing and 30% on proactive client engagement to uncover needs and provide tailored guidance for financial wellness.

It operates in a hybrid setting, partnering with branch leadership to align activities with business priorities. The role requires strong client experience, cash handling, and knowledge of banking products, with additional

Qualifications

High School Diploma GED or equivalent business experience
Experienced in developing client relationships and achieving sales goals
Cash handling experience
Working knowledge of PC with Windows applications and calculators
Familiar with digital technology and educating clients on digital platforms

Responsibilities

Provide excellent client experience during transactions and identify opportunities to deepen relationships.
Listen for financial wellness opportunities and guide clients to appropriate banking solutions.
Collaborate with branch teammates and leadership to prioritize high-impact activities.
Adhere to compliance, audit, and security procedures, and balance cash drawer responsibly.