Financial Wellness Advisor — Hybrid Client Solutions

KeyBank; Mercer Island (WA); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank seeks a customer-focused associate on Mercer Island, WA, balancing client servicing with transaction support in a hybrid branch setting. You will engage clients, identify needs, and guide them toward tailored financial solutions while maintaining high service standards.

In this role, you will handle transactions, follow policies, and collaborate with branch leadership to drive performance. A High School Diploma or GED is required, with a commitment to ethical conduct and ongoing learning.

Qualifications

• Experience developing current and new client relationships; achieving sales goals.
• Cash handling experience and calculator proficiency.
• Proficiency with Windows PC-based applications and digital platforms.
• Ability to educate clients on online and mobile banking capabilities.

Responsibilities

• Provide accurate financial service transactions and identify opportunities to deepen client relationships.
• Resolve more complex client servicing issues.
• Educate clients on digital banking channels and financial wellness options.
• Maintain adherence to compliance, audit, and security procedures.
• Support branch performance and participate in team huddles.

Skills

Client servicing

Sales and service skills

Financial products knowledge

Cash handling

Digital platforms education

Time management

Education

High School Diploma GED

Job description

KeyBank seeks a customer-focused associate on Mercer Island, WA, balancing client servicing with transaction support in a hybrid branch setting. You will engage clients, identify needs, and guide them toward tailored financial solutions while maintaining high service standards.

In this role, you will handle transactions, follow policies, and collaborate with branch leadership to drive performance. A High School Diploma or GED is required, with a commitment to ethical conduct and ongoing learning.