Financial Wellness Advisor - Branch Client Services
Job in
Ludlow, Hampden County, Massachusetts, 01056, USA
Listed on 2026-08-17
Listing for:
KeyBank
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Key Bank in Ludlow, MA is seeking a Frontline Financial Wellness Advisor to balance client servicing and transaction support while engaging clients for financial wellness opportunities. You will work in a hybrid branch role, coordinating with leadership to drive service and sales goals and support branch performance.
The position emphasizes personalized client conversations, in-person and proactive outreach, and adherence to policies and procedures.
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