Financial Wellness Advisor - Hybrid & Client Growth

Monmouth University; Maine; Sur place; USD 26 000 - 39 000; Plein temps

Résumé du poste

KeyBank is seeking a front-line financial services associate to support branch performance and serve clients with tailored financial wellness guidance. You will process transactions, identify opportunities to deepen relationships, and collaborate with teammates to achieve sales goals.

The role emphasizes consistent client engagement, accuracy, and compliance while working in a hybrid branch environment and supporting weekend shifts as needed.

Qualifications

• Experience developing client relationships and achieving sales goals.
• Cash handling experience.
• Knowledge of PC Windows applications and basic calculator use.
• Comfort with digital platforms and educating clients on digital channels.

Responsabilités

• Embodies a strong client experience culture and supports branch performance.
• Process financial service transactions accurately and identify opportunities to deepen client relationships.
• Resolve more complex client servicing issues.
• Provide financial wellness recommendations to clients.
• Maintain knowledge of product guides, fees, and policies.
• Work on Saturdays as directed by management.

Connaissances

Client relationship development

Sales and service skills

Cash handling

Digital literacy

Communication skills

Integrity

Formation

High School Diploma/GED

Outils

Windows PC

Calculator

Description du poste

KeyBank is seeking a front-line financial services associate to support branch performance and serve clients with tailored financial wellness guidance. You will process transactions, identify opportunities to deepen relationships, and collaborate with teammates to achieve sales goals.

The role emphasizes consistent client engagement, accuracy, and compliance while working in a hybrid branch environment and supporting weekend shifts as needed.