Financial Wellness Advisor | Hybrid Banking

Monmouth University; Amelia (OH); Hybrid; USD 55,151,000 - 81,292,000; Full time

Benefits offered by this job

Notary license (preferred)

Job summary

KeyBank seeks a hybrid-structure Client Service Associate to support branch performance by handling transactions, advising on financial wellness, and deepening client relationships. The role blends in-branch service with proactive outreach to optimize client engagement across channels.

The successful candidate will process transactions accurately, educate clients on banking digital tools, and collaborate with branch leadership while meeting sales and service targets in a dynamic environment in

Qualifications

• High School Diploma or GED or equivalent business experience (required).
• Experience in developing client relationships and achieving sales goals.
• Experience in cash handling and basic PC use (Windows).
• Ability to educate clients on digital platforms and KeyBank services.

Responsibilities

• Process financial service transactions and identify opportunities to deepen client relationships.
• Resolve more complex client servicing issues as a resource to the team.
• Provide effective and customized financial wellness recommendations to clients.
• Maintain accurate cash drawer and adhere to compliance and security procedures.

Skills

Client relationships

Sales skills

Cash handling

Digital literacy

Communication

Integrity

Financial wellness guidance

Education

High School Diploma or GED or equivalent business experience

Tools

Windows PC

Job description

KeyBank seeks a hybrid-structure Client Service Associate to support branch performance by handling transactions, advising on financial wellness, and deepening client relationships. The role blends in-branch service with proactive outreach to optimize client engagement across channels.

The successful candidate will process transactions accurately, educate clients on banking digital tools, and collaborate with branch leadership while meeting sales and service targets in a dynamic environment in