Hybrid Client-Centric Financial Wellness Advisor

KeyBank; Dayton (OH); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Dayton, OH seeks a Financial Wellness Associate to serve clients, balance transactions, and identify opportunities for deeper relationships. You will educate customers on digital tools, coordinate with branch teams, and support branch performance through thoughtful, compliant service.

The role emphasizes a strong client experience culture, accuracy in transactions, and ongoing education of product offerings to advance financial wellness for individuals and small businesses.

Qualifications

• Experience in developing client relationships and achieving sales goals.
• Experience in cash handling.
• General understanding of PC with Windows-based applications and calculator.
• Knowledge of digital technology (mobile, apps, web) and ability to educate clients on digital platforms.

Responsibilities

• Accepts and accurately processes all financial service transactions.
• Identifies opportunities during transactions to deepen client relationships.
• Resolves more complex client servicing issues.
• Provides financial wellness recommendations to clients.
• Attends morning huddles and end-of-day debriefs.
• Balances cash drawer within balancing guidelines.
• Develops partnerships with branch teammates and partners.
• Keeps knowledge of product guides and policies up to date.
• Works Saturdays as directed by management.
• Ensures compliance with policies and procedures.

Skills

Client relationships

Sales goals

Cash handling

Digital literacy

Communication

Time management

Product knowledge (loans, cards)

Notary license awareness

Education

High School Diploma / GED

Tools

Windows PC

Calculator

Online banking platforms

Job description

KeyBank in Dayton, OH seeks a Financial Wellness Associate to serve clients, balance transactions, and identify opportunities for deeper relationships. You will educate customers on digital tools, coordinate with branch teams, and support branch performance through thoughtful, compliant service.

The role emphasizes a strong client experience culture, accuracy in transactions, and ongoing education of product offerings to advance financial wellness for individuals and small businesses.