Financial Wellness Advisor: Growth & Client Solutions

KeyBank; Windham (ME); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Windham, ME is seeking a Financial Wellness Advisor to support client transactions, deepen relationships, and provide tailored financial guidance. You will balance cash operations, understand product offerings, and educate clients on digital banking tools.

Ideal candidates bring experience in sales, client service, and notary or banking background, with strong ethics and time management. This hybrid role emphasizes collaboration with branch leadership and teams.

Qualifications

• High school diploma or equivalent; relevant business experience may substitute.
• Experience developing current and new client relationships and meeting sales goals.
• Cash handling experience and familiarity with Windows-based PC applications.

Responsibilities

• Deliver exceptional client service and process financial transactions accurately.
• Identify opportunities to deepen client relationships during transactions.
• Resolve complex client servicing issues and provide tailored financial guidance.

Skills

Client relationship building

Cash handling

Digital platforms education

Sales skills

Time management

Financial wellness guidance

Cross-sell & upsell

Communication

Attention to detail

Ethical conduct

Education

High School Diploma GED, or equivalent business experience

Job description

KeyBank in Windham, ME is seeking a Financial Wellness Advisor to support client transactions, deepen relationships, and provide tailored financial guidance. You will balance cash operations, understand product offerings, and educate clients on digital banking tools.

Ideal candidates bring experience in sales, client service, and notary or banking background, with strong ethics and time management. This hybrid role emphasizes collaboration with branch leadership and teams.