Keybank logo
KeybankPosted 3 weeks ago

Financial Wellness Associate - Bilingual Spanish or Russian a Plus

$39,998–$59,010 year

On-siteWarrington, Pennsylvania, United States

Full TimeEntry LevelHigh School Or EquivalentLarge

Job Summary

Conduct client servicing and transaction support, processing financial service transactions while identifying opportunities to deepen relationships. Act as a trusted advisor to uncover needs and provide customized financial wellness recommendations, transitioning clients individually or to Bankers as appropriate. Resolve complex client servicing issues and balance cash drawers within compliance guidelines. Engage clients proactively through in-person and calling efforts to guide them through their financial journey. Participate in morning huddles and end-of-day debriefs to align with branch performance priorities. Work Saturdays as directed and perform other duties as assigned.

Required Qualifications

  • High School Diploma GED, or equivalent business experience
  • Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking
  • Experienced in cash handling
  • General understanding of PC with Windows based applications and calculator
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key
  • Valid driver's license
  • Ability to operate a motor vehicle

Desired Qualifications

  • Notary License within 180 Days

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce