Financial Wellness Advisor - Hybrid Client Solutions

Sandoval Ins and Fin Svcs Inc; South Burlington (VT); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a customer-focused professional in South Burlington, VT to support client services and transaction processing. The role emphasizes engaging clients, identifying needs, and guiding them toward financial wellness, both in person and via proactive calls.

The individual will work across branches in a hybrid setting, balancing customer interaction with internal processes. The position requires a High School Diploma or equivalent and cash-handling experience, with opportunities to

Qualifications

• High School Diploma GED, or equivalent business experience (required).
• Experience in developing client relationships and achieving sales goals.
• Cash handling experience is required.
• Familiarity with digital technology and ability to educate clients on digital platforms.

Responsibilities

• Provide excellent client experience and service to bank clients.
• Process financial transactions accurately and identify cross-sell opportunities.
• Resolve complex client servicing issues.
• Offer financial wellness recommendations and guide clients to appropriate bankers.
• Maintain compliance with policies and procedures.

Skills

Client relationship development

Sales and service skills

Communication skills

Time management

Financial wellness guidance

Cash handling

Digital platforms education

Team collaboration

Notary license (preferred)

Education

High School Diploma/GED or equivalent business experience

Tools

Windows PC

Calculator

Digital banking platforms

Job description

KeyBank is seeking a customer-focused professional in South Burlington, VT to support client services and transaction processing. The role emphasizes engaging clients, identifying needs, and guiding them toward financial wellness, both in person and via proactive calls.

The individual will work across branches in a hybrid setting, balancing customer interaction with internal processes. The position requires a High School Diploma or equivalent and cash-handling experience, with opportunities to