Financial Wellness Advisor - Hybrid Banking

KeyBank; Toledo (OH); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a Financial Wellness Associate in Toledo, OH, to support client servicing and transaction responsibilities while engaging clients in financial wellness conversations. The role emphasizes collaboration with branch leadership in a hybrid setting and aims to deepen client relationships through proactive outreach and education.

The position requires a High School Diploma or equivalent, strong sales and service skills, cash handling ability, and proficiency with basic digital

Qualifications

• Experience in developing client relationships and achieving sales goals.
• Cash handling experience required.
• General PC knowledge with Windows and calculator.

Responsibilities

• Accepts and processes all financial service transactions as part of daily duties.
• Identifies opportunities during transactions to deepen client relationships.
• Provides financial wellness recommendations to clients.
• Attains activity, behavior and outcome goals.
• Follows compliance, audit and security procedures.
• Works Saturdays as directed by management.
• Collaborates with branch teammates to acquire and deepen client relationships.

Skills

Sales skills

Customer service

Cash handling

Digital literacy

Time management

Relationship building

Financial products

Education

High School Diploma GED or equivalent

Job description

KeyBank is seeking a Financial Wellness Associate in Toledo, OH, to support client servicing and transaction responsibilities while engaging clients in financial wellness conversations. The role emphasizes collaboration with branch leadership in a hybrid setting and aims to deepen client relationships through proactive outreach and education.

The position requires a High School Diploma or equivalent, strong sales and service skills, cash handling ability, and proficiency with basic digital