Hybrid Financial Wellness Advisor

KeyBank; Seattle (WA); Hybrid; USD 26,491 - 39,082; Full time

Benefits offered by this job

Incentive compensation

Inclusive workplace

Job summary

KeyBank in Seattle is seeking a Financial Wellness Advisor (FWA) to enhance client relationships and provide financial guidance. The FWA will split their time between client servicing and proactive engagement to uncover client needs.

This role requires strong relationship-building skills, a high school diploma, and the ability to work in a hybrid model. You will play a critical role in ensuring clients feel supported in their financial journey both in person and through remote interactions.

Qualifications

• High School Diploma, GED, or equivalent business experience.
• Experience in developing relationships and achieving sales goals.
• General understanding of PC with Windows applications.

Responsibilities

• Accept and process financial transactions accurately.
• Identify opportunities during transactions to deepen client relationships.
• Participate in morning huddles and debriefs.

Skills

Client relationship development

Cash handling

Digital technology knowledge

Sales and service skills

Time management

Communication skills

Education

High School Diploma or GED

Job description

KeyBank in Seattle is seeking a Financial Wellness Advisor (FWA) to enhance client relationships and provide financial guidance. The FWA will split their time between client servicing and proactive engagement to uncover client needs.

This role requires strong relationship-building skills, a high school diploma, and the ability to work in a hybrid model. You will play a critical role in ensuring clients feel supported in their financial journey both in person and through remote interactions.