Financial Wellness Advisor — Hybrid Banking

KeyBank; Cleveland (OH); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Cleveland, OH seeks a Financial Wellness Advisor to be a problem solver, trusted advisor, and partner to our clients and communities. The role blends client servicing with transaction support and proactive outreach, in a hybrid branch setting, working with leadership to prioritize high-impact activities and strengthen client relationships.

The position requires a high school diploma, experience in developing client relationships and handling cash, and knowledge of digital banking

Qualifications

• Minimum high school education or equivalent business experience.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience and basic PC skills.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.

Skills

Customer service

Sales skills

Financial products

Cash handling

Digital banking

Education

High School Diploma or GED

Tools

Windows

Job description

KeyBank in Cleveland, OH seeks a Financial Wellness Advisor to be a problem solver, trusted advisor, and partner to our clients and communities. The role blends client servicing with transaction support and proactive outreach, in a hybrid branch setting, working with leadership to prioritize high-impact activities and strengthen client relationships.

The position requires a high school diploma, experience in developing client relationships and handling cash, and knowledge of digital banking