Financial Wellness Associate at KeyBank, Sainte-Anne-de-Bellevue

Elevate client financial wellness as a Financial Wellness Associate at KeyBank in Bellevue, Washington. Engage clients through personalized service and actionable financial guidance.

In this hybrid role, you will split your time between client support and proactive engagement. Your focus will be helping clients navigate their financial journeys while collaborating closely with branch teammates for optimal service delivery. The role demands strong sales skills and client relationship management to ensure client satisfaction and retention.

Key Responsibilities:• Process financial transactions efficiently and accurately • Identify financial wellness opportunities during client interactions • Provide tailored financial product recommendations • Engage in daily team huddles and debriefs • Maintain knowledge of banking products and services

Requirements:• High School Diploma or equivalent experience • Experience in client relationship development and sales • Proficiency in cash handling and digital platforms • Strong communication and integrity in client interactions • Ability to recommend suitable products to clients

Utilize your financial services knowledge to empower clients and foster long-lasting banking relationships at KeyBank. #J-18808-Ljbffr