Financial Wellness Advisor - Hybrid Banking

KeyBank; Kentucky; Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank is hiring a Financial Wellness Associate in West Chester, OH. The role balances client servicing and transaction support, engaging clients to uncover needs and provide guidance for financial wellness.

The position emphasizes collaboration with branch leadership and cross-functional partners in a hybrid environment. The role requires a high school diploma or equivalent, cash handling experience, and strong sales/service skills.

Qualifications

• Requires client relationship-building and sales experience.
• Cash handling and accuracy are essential.
• Strong communication and ability to educate clients on digital channels.

Responsibilities

• Embodies a strong client experience culture; serve clients personally and with accuracy.
• Process financial transactions and identify opportunities to deepen relationships.
• Provide financial wellness guidance and tailor recommendations to clients.

Skills

Client relationship

Sales skills

Cash handling

Communication skills

Digital platforms

Education

High School Diploma/GED

Job description

KeyBank is hiring a Financial Wellness Associate in West Chester, OH. The role balances client servicing and transaction support, engaging clients to uncover needs and provide guidance for financial wellness.

The position emphasizes collaboration with branch leadership and cross-functional partners in a hybrid environment. The role requires a high school diploma or equivalent, cash handling experience, and strong sales/service skills.