Proactively work to identify and resolve client servicing issues, escalating as needed Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker Assist clients in achieving their financial goals and objectives through the use of financial wellness tools Participate in morning huddles and end of day debriefs Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.