Hybrid Financial Wellness Advisor

KeyBank; Frenchtown Charter Township (MI); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Monroe, MI seeks a hybrid branch associate focused on client servicing and transaction support to help clients move forward in their financial journey.

You will engage clients, offer tailored financial wellness guidance, and collaborate with branch leadership to prioritize high-impact activities. Notary license within 180 days is preferred; significant emphasis on integrity and service quality.

Qualifications

• Experience developing and nurturing client relationships with sales goals.
• Cash handling experience and accuracy in transactions.
• Comfort with Windows-based PCs and basic calculators.

Responsibilities

• Accepts and processes financial service transactions accurately and efficiently.
• Identify opportunities during transactions to deepen client relationships.
• Provide financial wellness guidance and tailored recommendations to clients.

Skills

Client relationships

Cash handling

Windows PC basics

Digital platforms

Education

High School Diploma GED, or equivalent business experience

Job description

KeyBank in Monroe, MI seeks a hybrid branch associate focused on client servicing and transaction support to help clients move forward in their financial journey.

You will engage clients, offer tailored financial wellness guidance, and collaborate with branch leadership to prioritize high-impact activities. Notary license within 180 days is preferred; significant emphasis on integrity and service quality.