Client-First Banking Advisor | Personal Banker

SmartRecruiters, Inc.; Fairbanks (AK); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance for financial wellness. The role emphasizes a client-first, sales-driven approach within a branch team.

The position requires strong communication, relationship-building, and the ability to develop new and deepen existing client relationships while ensuring compliance and accuracy in documentation.

Qualifications

• High School Diploma, GED or equivalent business experience.
• Bachelor's Degree preferred.
• Notary License preferred; hinges on jurisdiction and role.
• Experience with sales and client relationships is valued.

Responsibilities

• Engage clients to uncover needs and provide guidance for financial wellness.
• Open accounts and develop relationships with branch clients and partners.
• Maintain compliant documentation of client interactions and transactions.
• Support branch operations and participate in morning huddles.

Skills

Client relationships

Sales experience

Digital literacy

PC proficiency

Communication skills

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Notary License (preferred)

Tools

MS Windows

MS Office

Excel

Job description

KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance for financial wellness. The role emphasizes a client-first, sales-driven approach within a branch team.

The position requires strong communication, relationship-building, and the ability to develop new and deepen existing client relationships while ensuring compliance and accuracy in documentation.