Financial Wellness Advisor (Hybrid Role)

KeyBank; Coraopolis (Allegheny County); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking a client-focused professional to support both client servicing and transaction processing in a branch setting. The role emphasizes identifying financial wellness opportunities and delivering guidance to individuals and business clients, both in-person and via proactive outreach.

The position operates in a hybrid branch environment, collaborating with branch leadership and teammates to prioritize high-impact activities that align with business priorities and client needs.

Qualifications

• High school diploma or equivalent business experience is required.
• Notary license within 180 days is preferred.

Responsibilities

• Embodies a strong client experience culture and builds client relationships.
• Processes financial service transactions accurately and identifies opportunities to deepen relationships.
• Resolves complex client servicing issues and provides financial wellness recommendations.
• Identifies opportunities during client conversations and transitions to bankers as needed.
• Meets individual activity and outcome goals and participates in team huddles and debriefs.
• Adheres to compliance, security procedures, and cash handling guidelines.

Skills

Client relationship building

Sales and service skills

Financial wellness guidance

Time management

Communication skills

Integrity

Education

High School Diploma GED

Notary License (preferred)

Job description

KeyBank is seeking a client-focused professional to support both client servicing and transaction processing in a branch setting. The role emphasizes identifying financial wellness opportunities and delivering guidance to individuals and business clients, both in-person and via proactive outreach.

The position operates in a hybrid branch environment, collaborating with branch leadership and teammates to prioritize high-impact activities that align with business priorities and client needs.