Financial Wellness Advisor — Hybrid Client Solutions

KeyBank; Estacada (OR); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Estacada, Oregon, seeks an in-branch Associate to deliver exceptional client service and accurate financial transactions. This hybrid role balances daily servicing with proactive client engagement to deepen relationships and support branch goals.

You will contribute to financial wellness through tailored guidance, while following policies, maintaining cash balance, and collaborating with teammates. Flexible with Saturdays and ongoing compliance.

Qualifications

• High School Diploma or GED or equivalent business experience.
• Notary license within 180 days preferred.

Responsibilities

• Accepts and accurately processes all financial service transactions and identifies opportunities to deepen client relationships.
• Act as a resource to identify and resolve more complex client servicing issues.
• Listen for financial wellness opportunities and provide tailored recommendations.

Skills

Client service

Cash handling

Sales & service

Communication

Digital literacy

Time management

Financial wellness guidance

Education

High School Diploma/GED

Tools

Windows PC

Calculator

Job description

KeyBank in Estacada, Oregon, seeks an in-branch Associate to deliver exceptional client service and accurate financial transactions. This hybrid role balances daily servicing with proactive client engagement to deepen relationships and support branch goals.

You will contribute to financial wellness through tailored guidance, while following policies, maintaining cash balance, and collaborating with teammates. Flexible with Saturdays and ongoing compliance.