Financial Wellness Advisor - Hybrid Role

KeyBank; Willow Grove (PA); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Willow Grove seeks a proactive Financial Wellness Advisor to support client servicing and transaction assistance. You will engage clients, recognize opportunities to deepen relationships, and provide tailored financial wellness guidance in a hybrid branch setting.

The role emphasizes accurate cash handling, compliance, and team collaboration, with a focus on building trust and delivering personalized financial strategies. Saturday work may be required.

Qualifications

• Experienced in developing current and new client relationships and achieving sales goals.
• Experienced in cash handling and identifying opportunities during transactions.
• General PC proficiency with Windows-based applications and calculator.
• Working knowledge of digital technology and educating clients on digital platforms.

Responsibilities

• Be a problem solver and trusted advisor to KeyBank clients.
• Accept and accurately process financial service transactions while expanding client relationships.
• Identify and resolve complex client servicing issues and provide financial wellness guidance.
• Attend in-person and hybrid client interactions and support branch performance goals.
• Follow compliance, audit, and security procedures and balance cash drawer.

Skills

Client relationships

Sales skills

Cash handling

Digital platforms

Education

High School Diploma GED or equivalent

Job description

KeyBank in Willow Grove seeks a proactive Financial Wellness Advisor to support client servicing and transaction assistance. You will engage clients, recognize opportunities to deepen relationships, and provide tailored financial wellness guidance in a hybrid branch setting.

The role emphasizes accurate cash handling, compliance, and team collaboration, with a focus on building trust and delivering personalized financial strategies. Saturday work may be required.