Financial Wellness Advisor
Job in
Town of Poland, Jamestown, Chautauqua County, New York, 14701, USA
Listed on 2026-07-11
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Key Bank in Ogden, Utah, seeks a Personal Banker to engage clients, uncover financial wellness needs, and offer tailored guidance in person and via proactive calls.
Ideal candidates have 1+ year in client relationships, solid credit knowledge, and strong communication. The role includes opening accounts, meeting sales goals, and partnering with banking teams to expand client relationships.
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