Hybrid Financial Wellness Advisor

KeyCorp; Lebanon (OR); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Lebanon, Oregon, is seeking a branch associate in a hybrid platform role. You will balance client servicing with transaction support while proactively engaging clients to uncover needs and provide guidance for their financial wellness.

You will collaborate with branch leadership to align activities with business priorities and client needs. The role emphasizes relationship-building, compliance, and digital platform education, with a focus on in-person service and proactive outreach.

Qualifications

• High School Diploma GED or equivalent (required).
• Experience developing client relationships and achieving sales goals.
• Cash handling experience and ability to educate clients on digital platforms.

Responsibilities

• Process transactions and maintain cash drawer while expanding client relationships.
• Identify opportunities for financial wellness and guide clients accordingly.
• Collaborate with branch leadership and teammates to support branch performance.
• Adhere to compliance, audit, and security procedures.
• Participate in morning huddles and end-of-day debriefs.

Skills

Client relationship management

Sales and service

Financial wellness guidance

Strong communication

Integrity and ethics

Education

High School Diploma GED or equivalent

Tools

Windows PC

Calculator

Digital banking tools

Job description

KeyBank in Lebanon, Oregon, is seeking a branch associate in a hybrid platform role. You will balance client servicing with transaction support while proactively engaging clients to uncover needs and provide guidance for their financial wellness.

You will collaborate with branch leadership to align activities with business priorities and client needs. The role emphasizes relationship-building, compliance, and digital platform education, with a focus on in-person service and proactive outreach.