Financial Wellness Advisor - Hybrid Client Partner

KeyBank

Olympia (WA)

On-site

USD 26,000 - 39,000

Full time

5 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

KeyBank is seeking a Customer Service/Financial Wellness Advisor in Olympia to support client servicing and transaction processing while engaging clients in deeper conversations to address financial wellness needs. This hybrid role requires collaboration with branch leadership and teammates, delivering personalized guidance across in-person and proactive call interactions.

The position emphasizes accurate cash handling, adherence to compliance, and proactive client education on banking products

Qualifications

Experience in developing current and new client relationships and achieving sales goals.
Cash handling experience.
Familiar with Windows-based PC applications and calculators.
Working knowledge of digital platforms and educating clients on Key digital capabilities.
Notary license within 180 days (preferred).

Responsibilities

Deliver excellent client experiences and identify opportunities to deepen relationships.
Process transactions accurately and balance cash drawer.
Resolve more complex client servicing issues as a resource.
Provide financial wellness guidance tailored to clients.
Educate clients on digital channels and use of online banking.
Support branch leadership and collaborate with teammates to drive branch performance.