Hybrid Financial Wellness Advisor

KeyBank; Poulsbo (WA); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Poulsbo, WA is seeking a Financial Wellness Advisor (FWA) who balances client servicing and transaction support in a hybrid branch role. You will engage clients face-to-face and by proactive outreach to uncover needs and provide guidance that supports their financial wellness.

You will collaborate with branch leadership, maintain knowledge of product guides, and help deepen relationships through personalized financial solutions, cash handling, and compliance.

Qualifications

• High School Diploma GED, or equivalent business experience (required)
• Experienced in developing current and new client relationships, achieving sales goals, and building referral sources
• Cash handling experience
• General PC knowledge with Windows-based applications and calculator
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms within KeyBank.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
• Acts as a resource to identify and resolve more complex client servicing issues.
• Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
• Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
• Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
• Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
• Work on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Skills

Client relationships

Sales & service

Cash handling

Digital literacy

Communication

Time management

Financial wellness education

Integrity

Education

High School Diploma or GED

Tools

Windows PC

Job description

KeyBank in Poulsbo, WA is seeking a Financial Wellness Advisor (FWA) who balances client servicing and transaction support in a hybrid branch role. You will engage clients face-to-face and by proactive outreach to uncover needs and provide guidance that supports their financial wellness.

You will collaborate with branch leadership, maintain knowledge of product guides, and help deepen relationships through personalized financial solutions, cash handling, and compliance.