Financial Wellness Advisor & Client Growth Partner

KeyCorp; Fort Collins (CO); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyCorp in Fort Collins, CO is seeking a hybrid Financial Wellness Advisor to support clients and transactions. You will build trusted relationships, provide guidance on financial wellness, and advance service quality in a branch setting.

You’ll handle cash, learn product guides, and collaborate with leadership to optimize branch performance while engaging clients across in-person and proactive outreach channels.

Qualifications

• High school diploma or GED required.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience and comfort with digital platforms.

Responsibilities

• Process financial service transactions accurately and securely.
• Identify opportunities to deepen client relationships during transactions.
• Educate clients on digital banking tools and channels.

Skills

Client relationship

Sales & service

Cash handling

Digital literacy

Communication

Trust building

Education

High School Diploma or GED

Tools

Windows PC

Calculator

Job description

KeyCorp in Fort Collins, CO is seeking a hybrid Financial Wellness Advisor to support clients and transactions. You will build trusted relationships, provide guidance on financial wellness, and advance service quality in a branch setting.

You’ll handle cash, learn product guides, and collaborate with leadership to optimize branch performance while engaging clients across in-person and proactive outreach channels.