Client-First Banking Advisor

KeyBank; Harleysville (PA); On-site; USD 59,309,812 - 89,544,000; Full time

Job summary

KeyBank in Harleysville, PA seeks a Personal Banker to engage clients, uncover financial needs, and guide them to suitable banking solutions. You’ll drive relationships, open accounts, and collaborate with partners while maintaining high service standards.

The role emphasizes a client-first, sales-driven approach, with Saturday work as needed and a focus on understanding consumer credit, digital platforms, and compliant operations. Bachelor’s degree is preferred; notary license is a plus.

Qualifications

• High School Diploma, GED or equivalent required or business experience.
• Bachelor's Degree preferred.
• Minimum 1 year experience in developing customer relationships and achieving sales goals.
• Knowledge of consumer credit concepts (loan to value, debt to income, credit reports).
• Proficiency with PCs and digital platforms; ability to educate clients on digital banking features.

Responsibilities

• Engage clients to uncover financial wellness needs and provide guidance.
• Open personal and small business accounts and related products.
• Build partnerships with branch teammates and other lines of business.
• Ensure compliance with policies and properly document client interactions.
• Support branch operations and assist with teller transactions as needed.

Skills

Client relationship building

Sales skills

Active listening

Communication

Digital banking

PC proficiency

Problem solving

Education

High School Diploma, GED or equivalent

Bachelor's Degree (preferred)

Tools

MS Word

MS Excel

CRM software

Job description

KeyBank in Harleysville, PA seeks a Personal Banker to engage clients, uncover financial needs, and guide them to suitable banking solutions. You’ll drive relationships, open accounts, and collaborate with partners while maintaining high service standards.

The role emphasizes a client-first, sales-driven approach, with Saturday work as needed and a focus on understanding consumer credit, digital platforms, and compliant operations. Bachelor’s degree is preferred; notary license is a plus.