Client Financial Wellness Advisor
Job in
Canby, Clackamas County, Oregon, 97013, USA
Listed on 2026-07-04
Listing for:
KeyBank
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Bank Customer Service, Financial Services
Job Description & How to Apply Below
Key Bank in Canby, Oregon, is looking for a Financial Wellness Advisor. This hybrid position focuses on client servicing and financial guidance. The role involves engaging clients, resolving issues, and ensuring compliance with banking procedures.
Candidates must have a High School Diploma and experience in sales and cash handling. Strong communication and relationship-building skills are essential, along with the ability to promote financial products to enhance client wellness.
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