Financial Wellness Advisor: Grow Client Trust

KeyBank; Lebanon (OR); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Lebanon, Oregon is seeking a hybrid-branch professional to support client servicing and transaction processing while driving financial wellness for individuals and businesses. You will engage clients, uncover needs, and provide guidance in person and via proactive outreach.

The role emphasizes collaboration with branch leadership to prioritize high-impact activities, maintain compliance, and deliver exceptional service. Weekend shifts may be required.

Qualifications

• Experience in developing client relationships and meeting sales goals.
• Experience in cash handling and POS operations.
• Proficient with Windows-based applications and calculators.
• Familiarity with digital platforms and educating clients on online banking.

Responsibilities

• Provide proactive financial wellness guidance during client conversations and transitions to appropriate bankers.
• Process financial service transactions accurately while identifying opportunities to deepen relationships.
• Identify and resolve complex client servicing issues.
• Coordinate with branch teammates to prioritize high-impact activities and support branch performance.
• Follow compliance, audit, and security procedures.
• Participate in morning huddles and end-of-day debriefs.

Skills

Customer service

Sales skills

Cash handling

Digital literacy

Communication

Relationship building

Financial knowledge

Time management

Problem solving

Education

High School Diploma or GED

Tools

Windows

Job description

KeyBank in Lebanon, Oregon is seeking a hybrid-branch professional to support client servicing and transaction processing while driving financial wellness for individuals and businesses. You will engage clients, uncover needs, and provide guidance in person and via proactive outreach.

The role emphasizes collaboration with branch leadership to prioritize high-impact activities, maintain compliance, and deliver exceptional service. Weekend shifts may be required.