Client Advisor & Financial Wellness Partner

KeyBank; Madison (CT); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank's Madison branch seeks a personable Personal Banker who thrives in a client-first, sales-driven environment. You will engage clients, uncover financial needs, and guide them to suitable solutions while providing proactive outreach in person and by phone.

You will open accounts, support branch operations, and build relationships with individuals and small businesses while adhering to risk controls and policies. Strong communication and digital tool readiness are essential for success.

Qualifications

• Greet clients and uncover financial needs to provide guidance and solutions.

Responsibilities

• Open personal and small business accounts and assist with transactions.
• Build relationships with clients and partners to deepen referrals.
• Ensure compliance with policies and risk procedures.

Skills

Relationship building

Sales proficiency

Cash handling

Digital literacy

Time management

Effective communication

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Excel

Office Suite

Job description

KeyBank's Madison branch seeks a personable Personal Banker who thrives in a client-first, sales-driven environment. You will engage clients, uncover financial needs, and guide them to suitable solutions while providing proactive outreach in person and by phone.

You will open accounts, support branch operations, and build relationships with individuals and small businesses while adhering to risk controls and policies. Strong communication and digital tool readiness are essential for success.