Financial Wellness Advisor - Hybrid Client Solutions

KeyBank

Town of Liberty (NY)

On-site

USD 26,000 - 39,000

Full time

13 days ago

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Job summary

KeyBank Liberty, NY branch seeks an energetic FWA (Financial Wellness Advisor) to provide guidance and service to individuals and small businesses. You will split time between servicing transactions and proactive client conversations, aiming to deepen relationships and improve financial wellbeing both in person and by phone.

The role requires strong communication, integrity, and teamwork in a hybrid office setting.

Qualifications

High School Diploma or equivalent business experience required.
Experience developing current and new client relationships and achieving sales goals.
Experience handling cash and using digital platforms within banking environment.

Responsibilities

Embodies a strong client experience culture, being present with every client and teammate and realizing the impact they can have on their day, personally, professionally, and financially.
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
Acts as a resource to identify and resolve more complex client servicing issues.
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; provides effective and customized financial wellness recommendations to clients.
Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.