Client Advisory Banker: Grow Financial Wellness

KeyBank; Anchorage (AK); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank in Anchorage, Alaska seeks a Personal Banker to engage clients in meaningful conversations, identify financial needs, and guide them toward banking solutions. You will operate as a trusted advisor within the branch team, helping clients build confidence in their finances and in KeyBank’s planning tools.

This role emphasizes sales-driven relationship building, with responsibilities including opening accounts, developing referral networks, and ensuring compliant, high-quality service both

Qualifications

• 1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Experience with sales is more important than financial services experience.
• Understanding of consumer credit - including loan to value, debt to income and credit reports.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
• Demonstrated ability to influence business partners and leverage centers of influence.
• Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.).
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.

Responsibilities

• Provide customized financial wellness recommendations during client conversations.
• Open personal and business accounts and related products.
• Develop partnerships with branch teammates and line of business partners.
• Ensure compliance with policies and documentation of client interactions.
• Support branch operations and assist with teller transactions.
• Participate in morning huddles and end-of-day debriefs.

Skills

Client relationship

Sales driven

Financial wellness

Digital banking

Communication

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

CRM systems

Digital platforms

Job description

KeyBank in Anchorage, Alaska seeks a Personal Banker to engage clients in meaningful conversations, identify financial needs, and guide them toward banking solutions. You will operate as a trusted advisor within the branch team, helping clients build confidence in their finances and in KeyBank’s planning tools.

This role emphasizes sales-driven relationship building, with responsibilities including opening accounts, developing referral networks, and ensuring compliant, high-quality service both