Financial Wellness Advisor (Hybrid Branch Role)

KeyBank; Amelia (OH); Hybrid; USD 55,068,000 - 81,292,000; Full time

Job summary

KeyBank's Amelia branch is hiring for a role focused on client servicing and transaction support. The position blends client engagement with proactive outreach to deepen relationships and support financial wellness, in a hybrid setting with branch leadership coordination.

The role requires strong service skills, cash handling, and knowledge of digital platforms; notary license is preferred but not mandatory. Join a team dedicated to helping clients move forward financially.

Qualifications

• High School Diploma GED or equivalent business experience is required.
• Experience developing client relationships and achieving sales goals.
• Cash handling experience and ability to educate clients on digital platforms.

Responsibilities

• Embodies a strong client experience culture with clients and teammates.
• Accepts and accurately processes all financial service transactions and identifies opportunities to deepen relationships.
• Identifies and resolves more complex client servicing issues.
• Provides tailored financial wellness recommendations to clients.
• Maintains knowledge of product guides, fees, and policies.

Skills

Client servicing

Sales goals

Cash handling

Digital platforms

Communication skills

Notary license

Education

High School Diploma GED or equivalent business experience

Tools

Windows PC

Calculator

Job description

KeyBank's Amelia branch is hiring for a role focused on client servicing and transaction support. The position blends client engagement with proactive outreach to deepen relationships and support financial wellness, in a hybrid setting with branch leadership coordination.

The role requires strong service skills, cash handling, and knowledge of digital platforms; notary license is preferred but not mandatory. Join a team dedicated to helping clients move forward financially.