Hybrid Financial Wellness Advisor - Client & Solutions
Listed on 2026-06-28
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Key Corp is looking for a Financial Wellness Advisor based in Vancouver, Washington. In this role, you will serve as a trusted advisor, helping clients navigate their financial journey effectively. Your responsibilities include engaging with clients, facilitating financial transactions, and making tailored recommendations that enhance their financial wellness. You'll be closely integrated within the branch team, ensuring a seamless client experience while meeting branch performance metrics.
The position calls for strong client relationship management, sales skills, and the ability to educate clients on financial concepts and products. A high school diploma is required, and experience in cash handling is vital. This role offers a flexible, hybrid work model.
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