Financial Wellness Advisor (Hybrid Banker)

KeyBank; Columbus (OH); Hybrid; USD 32,000 - 42,000; Full time

Job summary

KeyBank is seeking a Front Line Financial Wellness Advisor to support clients across multiple Columbus-area branches in a hybrid role. You will spend about 70% of your time servicing clients and processing transactions, with about 30% devoted to proactive outreach to uncover needs and provide guidance for financial wellness.

You will work with branch leadership to coordinate activities, promote digital tools, and help clients navigate accounts, loans, and payments while maintaining high

Qualifications

• High School Diploma or GED, or equivalent business experience (required)
• Experience in developing current and new client relationships and achieving sales goals
• Experience in cash handling and education of clients on digital platforms

Responsibilities

• Be a problem solver and trusted advisor to people and businesses in KeyBank communities
• Accept and process financial service transactions while deepening client relationships
• Identify opportunities to upsell and provide financial wellness guidance
• Coordinate with branch leadership to support branch performance and client service

Skills

Client servicing

Sales skills

Digital literacy

Cash handling

Communication skills

Relationship building

Education

High School Diploma or GED

Tools

Windows PC

Calculator

Job description

KeyBank is seeking a Front Line Financial Wellness Advisor to support clients across multiple Columbus-area branches in a hybrid role. You will spend about 70% of your time servicing clients and processing transactions, with about 30% devoted to proactive outreach to uncover needs and provide guidance for financial wellness.

You will work with branch leadership to coordinate activities, promote digital tools, and help clients navigate accounts, loans, and payments while maintaining high