Financial Wellness Advisor - Hybrid Banking & Client Growth

KeyBank; EUA; Híbrido; USD 26 000 - 39 000; Tempo integral

Resumo da oferta

KeyBank is seeking a branch associate in a hybrid role located at 111 Main Street, Belfast, ME 04915. The position focuses on delivering excellent client experiences during transactions while proactively guiding clients toward financial wellness solutions.

The role combines client servicing with advisory conversations and requires coordinating with branch leadership for high-priority activities. Responsibilities include achieving activity and sales goals, handling cash, and maintaining

Qualificações

• High School Diploma or equivalent business experience required.
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience and familiarity with digital platforms.

Responsabilidades

• Provide excellent client experience and help deepen client relationships during transactions.
• Identify opportunities to improve the client's financial health and connect to additional banking services.
• Handle cash and balance drawer according to procedures and comply with policies.
• Collaborate with branch teammates and partners to support branch performance.

Conhecimentos

Client relationships

Sales targets

Cash handling

Digital platforms

Communication

Time management

Team collaboration

Risk & compliance

Financial wellness

Formação académica

High School Diploma/GED

Ferramentas

Windows PC basics

Descrição da oferta de emprego

KeyBank is seeking a branch associate in a hybrid role located at 111 Main Street, Belfast, ME 04915. The position focuses on delivering excellent client experiences during transactions while proactively guiding clients toward financial wellness solutions.

The role combines client servicing with advisory conversations and requires coordinating with branch leadership for high-priority activities. Responsibilities include achieving activity and sales goals, handling cash, and maintaining