Financial Wellness Advisor - Hybrid Banking & Client Growth

Pomona; Erie (Erie County); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a customer-focused Financial Wellness Advisor in Erie, PA. In this hybrid role you will balance client servicing (70%) and proactive client engagement (30%), helping clients achieve financial wellness through guidance and solutions in person and by phone.

You will process transactions, identify cross-sell opportunities, educate clients on digital platforms, and collaborate with branch leadership to drive branch performance while maintaining compliance and service standards.

Qualifications

• Developing current and new client relationships and achieving sales goals.
• Cash handling experience is required.
• Proficiency with Windows-based PC applications and calculators.
• Comfort with digital technology and educating clients on digital platforms.

Responsibilities

• Provide excellent client service and expand relationships during transactions.
• Identify opportunities to deepen client relationships during transactions.
• Resolve more complex client servicing issues.
• Educate clients on digital platforms and financial wellness opportunities.
• Maintain compliance with policies and balance cash drawer.

Skills

Client relationships

Sales and service

Time management

Financial education

Cash handling

Communication skills

Financial products knowledge

Education

High School Diploma/GED

Job description

KeyBank is seeking a customer-focused Financial Wellness Advisor in Erie, PA. In this hybrid role you will balance client servicing (70%) and proactive client engagement (30%), helping clients achieve financial wellness through guidance and solutions in person and by phone.

You will process transactions, identify cross-sell opportunities, educate clients on digital platforms, and collaborate with branch leadership to drive branch performance while maintaining compliance and service standards.