Financial Wellness Advisor – Hybrid Banking & Guidance
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-08-13
Listing for:
KeyBank
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Key Bank in Portland, ME is seeking a Financial Wellness Assistant in a hybrid branch role. You will balance client servicing (70%) and transaction support (30%), partnering with branch leadership to prioritize activities and deepen client relationships while promoting financial wellness.
This essential role emphasizes excellent service, accuracy, and regulatory compliance. Responsibilities include processing transactions, identifying opportunities to expand relationships, educating clients on
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