Financial Wellness Advisor
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Bank Customer Service
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.
The following opportunity is for a Financial Wellness Advisor with Key Bank.
We are currently recruiting a Financial Wellness Advisor for our team in Oakdale, NY, United States.
This is an excellent opportunity to take on the Financial Wellness Advisor role at Key Bank.
As a Financial Wellness Advisor, you will play an important part at Key Bank in Oakdale, NY, United States.
We invite applications for the Financial Wellness Advisor position located in Oakdale, NY, United States.
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