Client-Centric Banking Advisor - Grow Relationships

KeyBank; Arlington (TX); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in our branch team to engage clients, uncover financial needs, and provide guidance on products and services. You will open accounts, cross-sell banking solutions, and collaborate with partners to deepen relationships with both individuals and small businesses.

The role emphasizes delivering a high-quality client experience, leveraging digital tools, and maintaining strong compliance with policies while meeting sales targets.

Qualifications

• High school diploma or GED required; bachelor's degree preferred.
• Experience in developing customer relationships and achieving sales goals is required.
• Knowledge of consumer credit basics and ability to educate clients on digital platforms.

Responsibilities

• Engage clients to identify financial needs and provide guidance and solutions.
• Open and manage personal and small business accounts and deposits.
• Achieve individual activity and sales goals and build referrals.
• Collaborate with branch teammates and partners to deepen client relationships.
• Ensure compliance with policies and document client interactions.

Skills

Client focus

Sales

Relationship building

Communication

Digital banking

Cash handling

Education

High School Diploma / GED

Bachelor's Degree

Tools

MS Office

Job description

KeyBank is seeking a Personal Banker in our branch team to engage clients, uncover financial needs, and provide guidance on products and services. You will open accounts, cross-sell banking solutions, and collaborate with partners to deepen relationships with both individuals and small businesses.

The role emphasizes delivering a high-quality client experience, leveraging digital tools, and maintaining strong compliance with policies while meeting sales targets.