Financial Wellness Advisor - Hybrid Client Partner

KeyBank; Scarborough (ME); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a client-focused professional in Scarborough, Maine to support branch operations and serve customers with transactional accuracy and advisory insight. The role blends client servicing with proactive outreach to deepen relationships in the community.

As part of a hybrid platform, you will coordinate with branch leadership to optimize daily activities, meet service standards, and promote financial wellness through education and personalized recommendations.

Qualifications

• Client relationship-building experience with goal to expand relationships.
• Cash handling and transactional skills.
• General PC knowledge and calculator use.
• Familiarity with digital banking tools and platforms.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate.
• Accepts and accurately processes financial service transactions.
• Identifies opportunities during transactions to deepen client relationships.
• Provides financial wellness recommendations to clients.

Skills

Client relationship development

Sales and service skills

Strong communication

Time management

Financial concepts education

Education

High School Diploma GED or equivalent

Job description

KeyBank is seeking a client-focused professional in Scarborough, Maine to support branch operations and serve customers with transactional accuracy and advisory insight. The role blends client servicing with proactive outreach to deepen relationships in the community.

As part of a hybrid platform, you will coordinate with branch leadership to optimize daily activities, meet service standards, and promote financial wellness through education and personalized recommendations.