Hybrid Financial Wellness Advisor | Client Growth

KeyCorp; Meridian, Northern (ID, KY); Hybrid; USD 26,000 - 39,000; Full time

Job summary

KeyBank in Meridian, Idaho is seeking a Financial Wellness Associate to support clients and transactions in a hybrid branch setting. You will work with the team to identify financial wellness opportunities and guide clients toward appropriate solutions, including digital channels.

The role emphasizes relationship building, cash handling, and accurate processing, with Saturdays required and a Notary license preferred. Compensation includes hourly pay plus incentive opportunities and benefits.

Qualifications

• High School Diploma or GED is required.
• Experience developing client relationships and achieving sales goals.
• Cash handling experience and basic PC skills are required.

Responsibilities

• Provide excellent client service and process financial transactions accurately.
• Identify opportunities to deepen client relationships during interactions.
• Educate clients on digital banking channels and products.
• Collaborate with branch team to support branch performance.
• Maintain compliance with policies and security procedures.

Skills

Client relationships

Sales goals

Cash handling

Digital literacy

Communication

Education

High School Diploma or GED

Notary License (preferred)

Job description

KeyBank in Meridian, Idaho is seeking a Financial Wellness Associate to support clients and transactions in a hybrid branch setting. You will work with the team to identify financial wellness opportunities and guide clients toward appropriate solutions, including digital channels.

The role emphasizes relationship building, cash handling, and accurate processing, with Saturdays required and a Notary license preferred. Compensation includes hourly pay plus incentive opportunities and benefits.