Hybrid Banking & Financial Wellness Advisor

KeyBank; Juneau (AK); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Juneau, AK is seeking a customer service-focused Financial Wellness Advisor (FWA) to serve clients in a hybrid branch role. You'll split time between servicing transactions and proactive client conversations to uncover needs and guide financial solutions, both in person and by phone or digital channels.

As part of the branch team, you’ll work with leadership to prioritize high-impact activities, maintain product knowledge, and foster relationships with clients while meeting sales and

Qualifications

• Experience in developing current and new client relationships and achieving sales goals.
• Ability to educate clients on digital platforms and provide financial guidance.

Responsibilities

• Deliver strong client experience and deepen client relationships.
• Process financial service transactions accurately and efficiently.
• Identify opportunities for financial wellness and cross-sell.
• Maintain knowledge of product guides, fees, and policies.
• Support branch performance and participate in team huddles.

Skills

Relationship management

Sales skills

Cash handling

Time management

Financial wellness education

Communication

Education

High School Diploma

Notary License (preferred)

Tools

Windows PC

Job description

KeyBank in Juneau, AK is seeking a customer service-focused Financial Wellness Advisor (FWA) to serve clients in a hybrid branch role. You'll split time between servicing transactions and proactive client conversations to uncover needs and guide financial solutions, both in person and by phone or digital channels.

As part of the branch team, you’ll work with leadership to prioritize high-impact activities, maintain product knowledge, and foster relationships with clients while meeting sales and