Financial Wellness Advisor & Client Growth Partner

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

Job summary

KeyBank is seeking a Financial Wellness Advisor to balance client servicing with proactive outreach, both in person and by phone. You will assist clients with transactions, identify cross-sell opportunities, and guide them toward holistic financial wellness through tailored advice.

The role emphasizes teamwork in a hybrid branch setting, strong adherence to compliance, and ongoing education on product guides and policies to serve clients effectively.

Qualifications

• High School Diploma or GED or equivalent business experience.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience is required.
• Familiarity with digital banking platforms and devices.
• Notary license within 180 days preferred.

Responsibilities

• Accepts and accurately processes all financial service transactions.
• Identifies opportunities during transactions to deepen client relationships.
• Acts as a resource to resolve complex client servicing issues.
• Provides financial wellness recommendations to clients.
• Supports branch performance through effective teamwork and adherence to procedures.

Skills

Client relationships

Sales skills

Cash handling

Digital platform literacy

Communication

Time management

Integrity

Team collaboration

Education

High School Diploma or GED

Tools

Windows-based PCs

Calculator

Mobile apps knowledge

Job description

KeyBank is seeking a Financial Wellness Advisor to balance client servicing with proactive outreach, both in person and by phone. You will assist clients with transactions, identify cross-sell opportunities, and guide them toward holistic financial wellness through tailored advice.

The role emphasizes teamwork in a hybrid branch setting, strong adherence to compliance, and ongoing education on product guides and policies to serve clients effectively.