Financial Wellness Advisor - Hybrid Growth

KeyCorp; Longview (WA); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a branch-based professional in Longview, WA, combining client servicing with transaction support (70%) and proactive client engagement (30%). The role emphasizes a strong client experience culture, accurate cash handling, and knowledge of product guides to stay current on offerings.

The candidate will work with branch leadership, participate in morning huddles, and support branch performance while adhering to compliance, security, and internal controls.

Qualifications

• Developing current and new client relationships and achieving sales goals.
• Building referral sources through tele-consulting, outside calling, prospecting, and networking.
• Educating clients on digital platforms and capabilities within Key.

Responsibilities

• Accepts and accurately processes financial service transactions to deepen client relationships.
• Identifies opportunities during transactions to expand the client relationship.
• Provides financial wellness recommendations to clients and communicates effectively with colleagues.

Skills

Client relationships

Sales & service

Financial wellness

Digital platforms education

Communication

Time management

Integrity

Education

High School Diploma/GED

Job description

KeyBank is seeking a branch-based professional in Longview, WA, combining client servicing with transaction support (70%) and proactive client engagement (30%). The role emphasizes a strong client experience culture, accurate cash handling, and knowledge of product guides to stay current on offerings.

The candidate will work with branch leadership, participate in morning huddles, and support branch performance while adhering to compliance, security, and internal controls.