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Financial Wellness Advisor
Job in
Wallingford, New Haven County, Connecticut, 06495, USA
Listed on 2026-08-22
Listing for:
KeyBank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Retail Banking
Job Description & How to Apply Below
Key Bank in Wallingford, CT seeks a Personal Banker to engage clients, uncover financial wellness needs, and guide them to suitable banking solutions. You will open accounts, develop partnerships, and drive client growth within the branch, while maintaining compliance and delivering exceptional service.
The role emphasizes relationship building, sales, and digital platform education to support clients’ financial goals and paths to banking success. Weekend hours may be required.
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