Financial Wellness Advisor | Client Solutions Pro

KeyCorp; Louisville (CO); Hybrid; USD 55,159,000 - 81,292,000; Full time

Job summary

KeyCorp's KeyBank Louisville branch is seeking a customer-focused financial service associate in a hybrid role. You will balance transaction support with proactive client engagement to uncover needs and provide guidance.

As part of the branch team, you will process transactions accurately, deepen relationships, educate clients on digital capabilities, and help drive branch performance while adhering to compliance and policy standards.

Qualifications

• High School Diploma GED or equivalent business experience required.
• Experienced in developing current and new client relationships and achieving sales goals.
• Experienced in cash handling.
• Working knowledge of digital technology and ability to educate clients on digital platforms.

Responsibilities

• Accepts and processes all financial service transactions accurately.
• Identifies opportunities to deepen client relationships during transactions.
• Resolves more complex client servicing issues.
• Provides financial wellness recommendations to clients.
• Maintains compliance and balances cash drawer according to procedures.
• Supports branch goals and attends morning huddles and debriefs.
• Reviews product guides, fees, and policies to stay current.

Skills

Sales & service

Relationship building

Time management

Communication

Financial products knowledge

Education

High School Diploma GED or equivalent

Tools

Windows PC proficiency

Job description

KeyCorp's KeyBank Louisville branch is seeking a customer-focused financial service associate in a hybrid role. You will balance transaction support with proactive client engagement to uncover needs and provide guidance.

As part of the branch team, you will process transactions accurately, deepen relationships, educate clients on digital capabilities, and help drive branch performance while adhering to compliance and policy standards.