Financial Wellness Advisor – Hybrid Branch Role

KeyBank

West Chester (Chester County)

On-site

USD 26,000 - 39,000

Full time

8 days ago

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Job summary

KeyBank in Ohio is seeking a customer-focused Financial Services Associate (FWA) to support client servicing and transaction processing in a hybrid branch role. You will split time between serving clients (70%) and assisting with transactions (30%), collaborating with branch leadership to prioritize activities that drive branch performance.

The role emphasizes financial wellness guidance, accuracy in cash handling, and educating clients on digital channels.

Qualifications

Experience in developing current and new client relationships and achieving sales goals.
Strong cash handling experience and ability to process transactions accurately.
Comfort with Windows-based applications and using digital platforms for clients.

Responsibilities

Embodies a strong client experience culture and ensures high-quality service.
Processes financial service transactions accurately while identifying opportunities to deepen client relationships.
Resolves more complex client servicing issues and educates clients on digital channels.
Builds partnerships with branch teammates and business partners to grow client base.
Complies with policies and procedures and supports branch performance goals.
Works Saturdays as needed and participates in daily huddles.