Hybrid Banking Wellness Advisor

KeyCorp; Town of Liberty (NY); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Liberty, NY is seeking a Financial Wellness Associate to assist clients with everyday banking and advise on financial health, in a hybrid branch setting. You will balance transactions, service customers, and educate clients on digital tools while building strong relationships.

Success relies on sales and service skills, integrity, time management, and collaboration with colleagues and leadership to deliver compliant, tailored financial guidance.

Qualifications

• Experience developing current and new client relationships and achieving sales goals.
• Cash handling experience.
• Proficiency with Windows-based PC applications and calculators.
• Ability to educate clients on digital platforms and capabilities (mobile, online banking).
• Notary license within 180 days is preferred.

Responsibilities

• Process financial service transactions accurately while identifying opportunities to deepen client relationships.
• Identify and resolve more complex client servicing issues.
• Provide customized financial wellness recommendations to clients and educate on digital tools.
• Maintain cash drawer balance and comply with security and balancing procedures.
• Collaborate with branch teammates and leadership to support branch performance.

Skills

Sales and service skills

Customer relationship

Communication skills

Education

Notary License within 180 Days (preferred)

Tools

Windows-based PC

Job description

KeyBank in Liberty, NY is seeking a Financial Wellness Associate to assist clients with everyday banking and advise on financial health, in a hybrid branch setting. You will balance transactions, service customers, and educate clients on digital tools while building strong relationships.

Success relies on sales and service skills, integrity, time management, and collaboration with colleagues and leadership to deliver compliant, tailored financial guidance.