Financial Wellness Advisor - Hybrid Client Growth & Guidance

KeyBank; Reed (KY); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyCorp's Financial Wellness Associate position in Orwell, OH blends client servicing with transaction support in a hybrid branch setting. The role splits time roughly 70/30 between servicing clients and engaging them in financial wellness conversations, using in-person visits and proactive calls to uncover needs and offer solutions.

The ideal candidate demonstrates strong sales and service skills, a solid cash-handling background, and the ability to educate clients on digital channels while

Qualifications

• High School Diploma or GED and business experience required.
• Notary license within 180 days preferred.
• Experience developing client relationships and meeting sales goals.

Responsibilities

• Process financial service transactions accurately and identify opportunities to deepen client relationships.
• Provide customized financial wellness recommendations and educate clients on digital platforms.
• Collaborate with branch leadership to prioritize high-impact activities and support branch performance.

Skills

Client relationships

Sales goals

Cash handling

Digital literacy

Communication

Time management

Trust-building

Financial education

Education

High School Diploma/GED

Notary License (preferred)

Tools

Windows PC

Calculator

Online Banking

Mobile apps

Job description

KeyCorp's Financial Wellness Associate position in Orwell, OH blends client servicing with transaction support in a hybrid branch setting. The role splits time roughly 70/30 between servicing clients and engaging them in financial wellness conversations, using in-person visits and proactive calls to uncover needs and offer solutions.

The ideal candidate demonstrates strong sales and service skills, a solid cash-handling background, and the ability to educate clients on digital channels while