Client-First Banking Advisor: Grow Relationships

KeyCorp

Town of Cicero (NY)

On-site

USD 43,000 - 65,000

Full time

3 days ago
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Job summary

KeyCorp in Cicero, NY is seeking a Personal Banker who engages clients to uncover needs and provide tailored financial guidance to support wellness. You will attract new clients and expand relationships with existing ones, driving trust and confidence in their finances.

The role emphasizes client-first service, sales-driven performance, and collaboration with branch teammates to meet goals while following policy and risk guidelines. A Notary license is preferred.

Qualifications

  • High school diploma or equivalent required; bachelor's degree preferred.
  • Minimum 1 year of experience in new/existing customer relationships and sales.
  • Strong communication and interpersonal skills with a client-first approach.

Responsibilities

  • Engage clients in conversations to uncover needs and provide guidance.
  • Attract new clients and deepen relationships with existing clients.
  • Open and service accounts, and promote financial wellness solutions.
  • Work with branch teammates and adhere to risk and policy guidelines.

Skills

Client relationships
Sales
Communication
Teamwork
Problem solving

Education

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

Job description

KeyCorp in Cicero, NY is seeking a Personal Banker who engages clients to uncover needs and provide tailored financial guidance to support wellness. You will attract new clients and expand relationships with existing ones, driving trust and confidence in their finances.

The role emphasizes client-first service, sales-driven performance, and collaboration with branch teammates to meet goals while following policy and risk guidelines. A Notary license is preferred.

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