Client-Centric Banking Advisor

KeyBank; Boise (ID); On-site; USD 59,311,000 - 89,544,000; Full time

Job summary

KeyBank in Boise is seeking a Personal Banker to engage clients, uncover needs, and offer financial wellness guidance both in person and by phone. You will open accounts, build relationships with clients, and collaborate with partners to grow client bases in the community.

The role emphasizes sales-driven, client-first service, teamwork, and adherence to bank policies, with opportunities to support financial health for diverse clients.

Qualifications

• High School Diploma, GED, or equivalent business experience required; Bachelor's preferred.
• Minimum 1 year in developing customer relationships, meeting sales goals, and building referrals.
• Understanding of consumer credit basics (loan-to-value, debt-to-income, credit reports).
• Proficient with PCs and digital platforms; able to educate clients on Key digital capabilities.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Open and maintain personal and business accounts and deposits.
• Develop partnerships with branch teammates and partners to acquire new clients and deepen relationships.
• Ensure compliance with policies and document client interactions.

Skills

Client relationship building

Sales aptitude

Communication

Financial wellness guidance

Digital literacy

Education

High School Diploma / GED / equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Office suite

Job description

KeyBank in Boise is seeking a Personal Banker to engage clients, uncover needs, and offer financial wellness guidance both in person and by phone. You will open accounts, build relationships with clients, and collaborate with partners to grow client bases in the community.

The role emphasizes sales-driven, client-first service, teamwork, and adherence to bank policies, with opportunities to support financial health for diverse clients.