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The Private Client Advisor focuses on Mass Affluent clients, providing investment solutions and financial planning. Responsibilities include client relationship management, sales goal attainment, collaboration with branch teams, and compliance with KeyBank policies. The position requires execution of a consultative sales process and offers a range of investment services. Advisors must maintain strong partnerships and continuously seek opportunities to enhance client relationships and services.

The Financial Wellness Associate provides client service and transaction support while identifying opportunities to enhance client relationships and offering financial wellness guidance. Key responsibilities include processing transactions, educating clients on banking services, resolving issues, and collaborating with team members to achieve sales goals and improve client experiences.

The Financial Wellness Associate engages with clients to enhance their financial wellness by providing tailored advice and assistance. Responsibilities include processing transactions, cultivating client relationships, and ensuring compliance with banking policies, while actively participating in team collaboration to achieve service goals.