Financial Wellness Advisor - Hybrid Branch Partner

KeyCorp; Columbus (OH); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyCorp is hiring for a hybrid client advisor role in our Columbus area branches. You will balance cash, process transactions, and identify opportunities to deepen client relationships while educating customers on digital banking tools and services.

You will collaborate with branch leadership to meet activity, behavior, and sales targets, while complying with policies and maintaining integrity in all client interactions.

Qualifications

• Experience developing client relationships and achieving sales goals.
• Cash handling experience and accuracy in transactions.
• Proficient with Windows-based PCs and digital platforms.

Responsibilities

• Process financial service transactions accurately and balance cash drawer.
• Identify opportunities to deepen client relationships during interactions.
• Provide financial wellness guidance and educate clients on digital tools.
• Collaborate with branch teammates and leaders to meet goals.

Skills

Client relationship building

Sales skills

Cash handling

Digital banking education

Communication

Time management

Education

High School Diploma or GED

Job description

KeyCorp is hiring for a hybrid client advisor role in our Columbus area branches. You will balance cash, process transactions, and identify opportunities to deepen client relationships while educating customers on digital banking tools and services.

You will collaborate with branch leadership to meet activity, behavior, and sales targets, while complying with policies and maintaining integrity in all client interactions.