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Hybrid Financial Wellness Advisor - Client Solutions

Job in Vernon, Tolland County, Connecticut, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services, Banking & Finance
Job Description & How to Apply Below
A financial institution is seeking a Financial Wellness Associate in Vernon, Connecticut. This role involves providing client service and transaction support, focusing on enhancing clients' financial wellness. Responsibilities include processing transactions, resolving client issues, and collaborating with branch teams. The ideal candidate has strong sales and interpersonal skills, a high school diploma, and knowledge of financial products. The position offers a competitive hourly rate and requires compliance with bank policies.
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