Hybrid Branch Financial Wellness Advisor

KeyCorp; Windham (ME); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyCorp is seeking a hybrid-branch associate to assist clients with everyday transactions and financial guidance. You will work 70% with client servicing and 30% in-depth conversations to uncover needs, while coordinating with branch leadership to align time with business priorities.

The role emphasizes financial wellness education and ethical conduct within Key. The position requires a high school diploma or equivalent, cash handling experience, and comfort with digital banking tools; weekend

Qualifications

• High School Diploma or GED or equivalent business experience.
• Experience developing client relationships and achieving sales goals.
• Cash handling experience and basic PC skills.
• Comfort using digital platforms to educate clients on online banking.

Responsibilities

• Process financial service transactions and identify opportunities to deepen client relationships.
• Resolve complex client servicing issues with accuracy.
• Provide tailored financial wellness recommendations to clients.
• Balance cash drawer and follow compliance procedures.
• Collaborate with branch leadership and teammates; participate in morning huddles.
• Work on Saturdays as directed by management.

Skills

Client relationships

Sales goals

Cash handling

Digital platforms

Communication skills

Relationship management

Education

High School Diploma GED

Tools

Windows PC

Job description

KeyCorp is seeking a hybrid-branch associate to assist clients with everyday transactions and financial guidance. You will work 70% with client servicing and 30% in-depth conversations to uncover needs, while coordinating with branch leadership to align time with business priorities.

The role emphasizes financial wellness education and ethical conduct within Key. The position requires a high school diploma or equivalent, cash handling experience, and comfort with digital banking tools; weekend