Financial Wellness Advisor
Job in
Happy Valley, Multnomah County, Oregon, 97086, USA
Listed on 2026-07-01
Listing for:
KeyBank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank is looking for a Personal Banker in Happy Valley, Oregon, to engage clients in meaningful conversations about their financial wellness. The role emphasizes relationship building and enhancing client trust by providing tailored financial solutions.
Key responsibilities include opening accounts, providing financial recommendations, and ensuring compliance with banking policies. A strong emphasis is placed on teamwork, effective communication, and achieving sales goals while fostering a client-first approach.
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