Financial Wellness Advisor - Hybrid Client Solutions

KeyBank; Burlington (VT); Híbrido; USD 26.000 - 39.000; Tempo integral

Resumo da vaga

KeyBank is seeking a hybrid-branch Financial Wellness Advisor in Burlington, VT. The role balances client servicing (70%) and proactive client engagement (30%) to uncover needs and provide guidance for financial wellness.

You will work with branch leadership to prioritize high-impact activities, ensuring time is spent advancing client relationships and branch performance in a collaborative team environment.

Qualificações

• High School Diploma or GED or equivalent business experience required.
• Experience developing client relationships and achieving sales goals.
• Comfort with cash handling and digital platforms.

Responsabilidades

• Process financial service transactions and identify opportunities to deepen client relationships.
• Provide tailored financial wellness recommendations to clients.
• Collaborate with branch leadership to support branch performance.
• Engage clients in conversations to uncover needs and offer solutions.
• Maintain compliance, accuracy, and cash drawer integrity.
• Schedule and attend team huddles and participate in daily briefings.

Conhecimentos

Strong client service

Sales and relationship building

Excellent time management

Effective communication

Trust-building

Financial wellness guidance

Ability to work with digital channels

Team collaboration

Formação

High School Diploma or GED

Ferramentas

Windows PC proficiency

Descrição da vaga

KeyBank is seeking a hybrid-branch Financial Wellness Advisor in Burlington, VT. The role balances client servicing (70%) and proactive client engagement (30%) to uncover needs and provide guidance for financial wellness.

You will work with branch leadership to prioritize high-impact activities, ensuring time is spent advancing client relationships and branch performance in a collaborative team environment.