Financial Wellness Advisor - Hybrid Banking Partner

KeyBank; Meridian (MS); On-site; USD 55,187,000 - 81,196,000; Full time

Job summary

KeyBank is seeking a branch-based associate to support client servicing and transaction activities with a focus on financial wellness guidance. The role blends in-person client interaction with proactive outreach to deepen relationships and offer tailored solutions.

Based in a KeyBank branch, the position requires strong customer service, sales, and cash-handling skills, along with the ability to educate clients on digital banking tools and services.

Qualifications

• High School Diploma or GED is required.
• Experience developing client relationships and meeting sales goals.
• Experience with cash handling is required.
• Familiarity with Windows-based PC applications and calculators.
• Ability to educate clients on digital platforms and services.

Responsibilities

• Process financial service transactions accurately while identifying opportunities to deepen client relationships.
• Provide personalized financial wellness guidance during client conversations.
• Resolve more complex servicing issues and support branch performance.
• Maintain compliance, security, and cash controls; balance cash drawer.
• Support branch sales and referral activities and participate in daily huddles.

Skills

Customer service

Sales skills

Cash handling

Communication

Time management

Education

High School Diploma or GED

Notary License (preferred)

Tools

Windows OS

Job description

KeyBank is seeking a branch-based associate to support client servicing and transaction activities with a focus on financial wellness guidance. The role blends in-person client interaction with proactive outreach to deepen relationships and offer tailored solutions.

Based in a KeyBank branch, the position requires strong customer service, sales, and cash-handling skills, along with the ability to educate clients on digital banking tools and services.