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Hybrid Financial Wellness Advisor - Client & Solutions

Job in Vancouver, Clark County, Washington, 98662, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-06-28
Job specializations:
  • Finance & Banking
    Financial Sales, Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 26491 - 39082 USD Yearly USD 26491.00 39082.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Financial Wellness Advisor - Client Growth & Solutions

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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