Financial Wellness Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Bank Customer Service, Banking & Finance
Key Bank seeks a Personal Banker to engage clients in meaningful conversations, assess financial wellness needs, and offer tailored solutions in person and over the phone. You will attract new clients and expand relationships through collaborative teamwork and proactive outreach.
The role emphasizes ethical, client-first service, plus adherence to risk and regulatory requirements, with opportunities to leverage digital banking tools to enhance the customer experience.
This is a strong opening to take on the Financial Wellness Advisor role at Smart Recruiters, Inc.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Oakdale, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 29.000 - 43.000.
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