Hybrid Financial Wellness Advisor – Client Solutions

KeyBank; Monongahela (PA); On-site; USD 26,000 - 39,000; Full time

Job summary

KeyBank is seeking an attentive client service professional in Monongahela, PA. The role blends in-branch servicing with proactive outreach to deepen relationships and educate clients on digital tools and financial wellness opportunities.

Responsibilities include accurate cash handling, identifying opportunities during transactions, and collaborating with branch leadership to support branch performance. A high school diploma or GED is required.

Qualifications

• High School Diploma or GED or equivalent business experience.
• Experience developing current and new client relationships; achieving sales goals.
• Working knowledge of digital technology and ability to educate clients on digital platforms.

Responsibilities

• Embodies a strong client experience culture with every client and teammate.
• Process financial service transactions accurately and identify opportunities to deepen client relationships.
• Identify and resolve more complex client servicing issues.
• Educate clients on digital platforms and financial wellness opportunities.
• Meet activity, behavior, and outcome goals.
• Support branch performance through teamwork and communication.

Skills

Client relationship development

Cash handling

Digital literacy

Education

High School Diploma or GED

Tools

Windows PC

Job description

KeyBank is seeking an attentive client service professional in Monongahela, PA. The role blends in-branch servicing with proactive outreach to deepen relationships and educate clients on digital tools and financial wellness opportunities.

Responsibilities include accurate cash handling, identifying opportunities during transactions, and collaborating with branch leadership to support branch performance. A high school diploma or GED is required.