Financial Wellness Advisor - Hybrid Growth & Impact

KeyBank; Louisville (OH); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Louisville, OH seeks a client-focused associate to balance client servicing with proactive outreach. You will handle transactions, deepen relationships, and promote financial wellness during in-person and outreach conversations. This hybrid role requires strong communication and adherence to policies.

The position involves cash handling, notary considerations, and collaboration with branch leadership to meet sales and service goals while delivering exceptional client experiences.

Qualifications

• High School Diploma GED or equivalent business experience.
• Experience developing client relationships and achieving sales goals.
• Experience handling cash and basic PC use.

Responsibilities

• Process financial service transactions and identify opportunities to deepen client relationships.
• Provide customized financial wellness recommendations to clients.
• Work with branch teammates to support branch performance and client acquisition.
• Maintain knowledge of product guides, fees and policies.

Skills

Client relationship development

Sales goals achievement

Cash handling

Digital technology literacy

Strong communication

Integrity

Time management

Education

High School Diploma GED

Job description

KeyBank in Louisville, OH seeks a client-focused associate to balance client servicing with proactive outreach. You will handle transactions, deepen relationships, and promote financial wellness during in-person and outreach conversations. This hybrid role requires strong communication and adherence to policies.

The position involves cash handling, notary considerations, and collaboration with branch leadership to meet sales and service goals while delivering exceptional client experiences.