Client-Centric Financial Advisor

KeyCorp

North East (Erie County)

On-site

USD 43,000 - 65,000

Full time

8 days ago
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Job summary

KeyCorp in North East, PA, seeks a Personal Banker to engage clients, uncover needs, and tailor financial solutions across retail and small business segments.

You will develop relationships, open accounts, and collaborate with branch teammates to grow client assets while upholding compliance and service standards. This role requires strong communication, sales drive, and a client-first approach in a busy community bank setting.

Qualifications

  • Minimum 1 year of developing current and new customer relationships and achieving sales goals.
  • Experience with sales is valuable; willingness to engage in proactive calling and networking.

Responsibilities

  • Engage clients to uncover needs and provide financial wellness guidance.
  • Open personal and business accounts and support branch operations.
  • Develop partnerships with colleagues and centers of influence to grow client relationships.
  • Ensure compliance with policies and documentation of client interactions.

Skills

Client relationships
Sales
Prospecting
Communication
Networking

Education

High School Diploma / GED or equivalent
Bachelor's Degree (preferred)

Tools

PCs (Windows) & MS Office

Job description

KeyCorp in North East, PA, seeks a Personal Banker to engage clients, uncover needs, and tailor financial solutions across retail and small business segments.

You will develop relationships, open accounts, and collaborate with branch teammates to grow client assets while upholding compliance and service standards. This role requires strong communication, sales drive, and a client-first approach in a busy community bank setting.

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