Client Banking Advisor: Grow Relationships & Wellness

KeyBank; Bowling Green (FL); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Bowling Green, OH to engage clients, uncover financial wellness needs, and provide guidance. You’ll attract new clients and deepen existing relationships while adhering to risk and operational policies.

You will collaborate with branch teammates, leverage digital tools, and participate in morning huddles; occasional Saturdays may be required to support client needs and drive branch growth.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Minimum 1 year of sales/relationship-building experience; financial services a plus.
• Strong understanding of consumer credit concepts and ability to explain products.

Responsibilities

• Engage clients to uncover needs and provide financial guidance.
• Open personal and business accounts and cross-sell banking products.
• Build partnerships with branch teammates and external partners to expand relationships.
• Ensure compliance with policies and proper documentation of interactions.
• Support teller transactions and participate in morning huddles; Saturday work as needed.

Skills

Client relationships

Sales goals

Communication skills

Time management

Problem solving

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Excel

Job description

KeyBank is seeking a Personal Banker in Bowling Green, OH to engage clients, uncover financial wellness needs, and provide guidance. You’ll attract new clients and deepen existing relationships while adhering to risk and operational policies.

You will collaborate with branch teammates, leverage digital tools, and participate in morning huddles; occasional Saturdays may be required to support client needs and drive branch growth.