Hybrid Financial Wellness Advisor

KeyBank; Tualatin (OR); Hybrid; USD 55,188,000 - 81,292,000; Full time

Job summary

KeyCorp in Oregon seeks a Hybrid-Platform FWA to serve clients with a balance of in-branch servicing and proactive outreach. The role focuses on building relationships, guiding financial wellness, and delivering solutions both in person and via digital channels.

In this position, you will handle transactions, identify opportunities for deeper client engagement, and collaborate with branch leadership to prioritize high-impact activities. Notary license within 180 days is preferred.

Qualifications

• Experience developing client relationships and achieving sales goals.
• Experience in cash handling.
• General understanding of PC with Windows based applications.
• Working knowledge of digital technology and ability to educate clients on digital platforms.

Responsibilities

• Provide exceptional client service and deepen client relationships.
• Process financial service transactions accurately.
• Resolve complex servicing issues.
• Identify financial wellness opportunities during client conversations and guide clients accordingly.
• Meet activity, behavior, and outcome goals set by the branch.
• Participate in morning huddles and end-of-day debriefs.
• Follow compliance, audit, and security procedures.

Skills

Client relationships

Sales goals

Cash handling

Digital literacy

Communication

Time management

Financial guidance

Education

High School Diploma GED

Tools

Windows OS

Job description

KeyCorp in Oregon seeks a Hybrid-Platform FWA to serve clients with a balance of in-branch servicing and proactive outreach. The role focuses on building relationships, guiding financial wellness, and delivering solutions both in person and via digital channels.

In this position, you will handle transactions, identify opportunities for deeper client engagement, and collaborate with branch leadership to prioritize high-impact activities. Notary license within 180 days is preferred.