Financial Wellness Associate

As a Financial Wellness Associate at KeyBank, you will be a trusted advisor to clients, helping them achieve their financial goals. This role involves a mix of client servicing, transaction support, and proactive outreach to identify needs and provide guidance. You will work as part of a branch team to strategically support branch performance and ensure a positive client experience.

• Provide financial guidance and solutions to clients
• Process financial transactions accurately
• Identify opportunities to deepen client relationships
• Educate clients on financial concepts and products
• Develop strong client and teammate partnerships
• Achieve individual activity and outcome goals

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.