Financial Wellness Associate

Financial Wellness Associate at KeyBank combines client servicing with proactive financial guidance in a hybrid, branch-based role in Portland. The position emphasizes observing client needs, delivering customized financial wellness recommendations, processing transactions, managing cash, and collaborating with branch teams to drive client acquisition and deepen relationships. The role requires strong client experience, cash handling, knowledge of banking products, ability to educate clients on digital platforms, effective communication, and adherence to compliance procedures. The job includes occasional in-person morning huddles, Saturdays as directed, and a focus on leveraging product knowledge to support branch performance and client financial health. Notary license within 180 days is preferred.