Financial Wellness Advisor - Client Growth & Solutions

keybank; Washington Charter Township (MI); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is hiring for a branch associate role emphasizing client servicing, transaction support, and proactive financial guidance. The position blends in-person client interactions with digital channels to expand relationships and boost branch performance.

You will work in a hybrid-capable environment, supporting teammates and leadership to prioritize high-impact activities. The role requires strong cash handling, sales skills, and comfort with digital banking tools.

Qualifications

• High School Diploma or GED or equivalent business experience.
• Cash handling experience required.
• Familiarity with Windows PC and calculators.
• Knowledge of digital tools and mobile/web platforms.

Responsibilities

• Provide customer service and process transactions accurately.
• Identify opportunities to deepen client relationships during transactions.
• Resolve routine issues and escalate complex cases as needed.
• Offer financial wellness guidance and product recommendations.
• Maintain compliance and cash drawer balance.
• Support branch leadership and teammates to improve performance.

Skills

Client relationships

Sales skills

Integrity

Time management

Financial guidance

Communication skills

Cross-selling

Education

High School Diploma GED or equivalent

Tools

Notary License (180 Days)

Job description

KeyBank is hiring for a branch associate role emphasizing client servicing, transaction support, and proactive financial guidance. The position blends in-person client interactions with digital channels to expand relationships and boost branch performance.

You will work in a hybrid-capable environment, supporting teammates and leadership to prioritize high-impact activities. The role requires strong cash handling, sales skills, and comfort with digital banking tools.