Hybrid Branch Financial Wellness Advisor

KeyCorp; Pittsburgh (Allegheny County); Hybrid; USD 26,000 - 39,000; Full time

Benefits offered by this job

Incentives and benefits

Job summary

KeyBank in Pittsburgh seeks a Branch Financial Wellness Advisor to balance client servicing with transaction support in a hybrid setting. You will engage clients, offer tailored financial wellness guidance, and collaborate with branch leadership to prioritize high-impact activities.

Responsibilities include handling cash, enabling seamless transactions, and expanding the client base through proactive outreach and referral development, while complying with all policies.

Qualifications

• High School Diploma GED, or equivalent business experience (required).
• Experience building client relationships and achieving sales goals.
• Experience in cash handling is required.
• Proficient with Windows-based PCs and calculator; understands basic digital tech.
• Notary license within 180 days is preferred.

Responsibilities

• Process financial service transactions accurately and efficiently.
• Identify opportunities to deepen client relationships during transactions.
• Provide financial wellness guidance and product recommendations.
• Support branch goals through teamwork and compliant operations.

Skills

Client relationships

Sales skills

Cash handling

Digital literacy

Communication

Notary license (preferred)

Education

High School Diploma or GED

Tools

Windows PC

Calculator

Mobile apps & web banking

Job description

KeyBank in Pittsburgh seeks a Branch Financial Wellness Advisor to balance client servicing with transaction support in a hybrid setting. You will engage clients, offer tailored financial wellness guidance, and collaborate with branch leadership to prioritize high-impact activities.

Responsibilities include handling cash, enabling seamless transactions, and expanding the client base through proactive outreach and referral development, while complying with all policies.