Financial Wellness Advisor: Client Solutions & Growth

KeyBank; Middleburg Heights (OH); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Middleburg Heights, OH invites a proactive client service professional to join our branch team in a hybrid role. You will split time between servicing clients and handling transactions, while engaging clients to uncover needs and offer guidance for financial wellness.

You'll collaborate with branch leadership to prioritize high-impact activities and drive branch performance, following compliance and security procedures.

Qualifications

• High School Diploma, GED, or equivalent business experience (required).
• Cash handling experience is required.
• Knowledge of Windows-based PC applications and calculator.
• Ability to educate clients on digital platforms and capabilities.

Responsibilities

• Accepts and processes financial transactions while deepening client relationships.
• Identify and resolve more complex client servicing issues.
• Provide financial wellness recommendations to clients.
• Follow compliance, audit, and security procedures.
• Work Saturdays as directed by management.

Skills

Sales experience

Cash handling

Digital literacy

Communication skills

Time management

Education

High School Diploma

Notary License within 180 Days (preferred)

Job description

KeyBank in Middleburg Heights, OH invites a proactive client service professional to join our branch team in a hybrid role. You will split time between servicing clients and handling transactions, while engaging clients to uncover needs and offer guidance for financial wellness.

You'll collaborate with branch leadership to prioritize high-impact activities and drive branch performance, following compliance and security procedures.