Financial Wellness Advisor | Hybrid Banking Role

KeyBank; Maine; On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank Belfast branch seeks a Financial Wellness Associate to serve clients in person and via proactive outreach. The role blends client servicing (70%) with transaction support (30%) within a hybrid branch setting.

You will identify opportunities, provide tailored financial wellness guidance, and support branch performance while following compliance and security procedures. Requirements include a High School Diploma or GED, cash handling experience, and proficiency with PC-based applications.

Qualifications

• Experience developing current and new client relationships.
• Ability to handle cash transactions accurately.
• Comfort with Windows PCs and calculator.
• Working knowledge of mobile and web-based banking tools.
• Excellent time management and communication skills.

Responsibilities

• Process financial service transactions and balance cash drawer.
• Identify opportunities to deepen client relationships during transactions.
• Provide financial wellness recommendations and guidance to clients.
• Coordinate with branch teammates to support branch goals.
• Maintain compliance with policies and security procedures.

Skills

Client relationship development

Cash handling

Digital literacy

Communication skills

Sales and service

Time management

Education

High School Diploma/GED

Job description

KeyBank Belfast branch seeks a Financial Wellness Associate to serve clients in person and via proactive outreach. The role blends client servicing (70%) with transaction support (30%) within a hybrid branch setting.

You will identify opportunities, provide tailored financial wellness guidance, and support branch performance while following compliance and security procedures. Requirements include a High School Diploma or GED, cash handling experience, and proficiency with PC-based applications.