Financial Wellness Advisor — Hybrid Banking

KeyCorp; Eagle (ID); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyCorp in Eagle, Idaho seeks a Client Advisor to support client servicing and transaction processing while promoting financial wellness. This hybrid role emphasizes relationship building and proactive client engagement.

Responsibilities include processing transactions, identifying opportunities to deepen client relationships, and guiding customers to digital tools and channels. Weekend hours may be required per management, with a focus on compliance and service quality.

Qualifications

• Experience in developing current and new client relationships and achieving sales goals.
• Cash handling experience and accuracy in balancing cash drawer.
• Knowledge of digital platforms and educating clients on online banking.

Responsibilities

• Accepts and processes financial service transactions and identifies opportunities to deepen relationships.
• Provide financial wellness recommendations and guide clients to appropriate banking channels.
• Maintain compliance with policies and assist branch leadership with daily goals.

Skills

Client relationship building

Sales and service skills

Cash handling

Digital platforms knowledge

Strong communication

Education

High School Diploma

Tools

Windows PC

Job description

KeyCorp in Eagle, Idaho seeks a Client Advisor to support client servicing and transaction processing while promoting financial wellness. This hybrid role emphasizes relationship building and proactive client engagement.

Responsibilities include processing transactions, identifying opportunities to deepen client relationships, and guiding customers to digital tools and channels. Weekend hours may be required per management, with a focus on compliance and service quality.