Client-First Financial Advisor & Relationship Builder

KeyBank; Town of Pound Ridge (NY); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Competitive hourly rate

Incentive compensation

Inclusive workplace culture

Job summary

A prominent financial institution is seeking a Personal Banker in Pound Ridge, NY. The role involves engaging clients in discussions about their financial needs, supporting account openings, and ensuring compliance with banking policies. Candidates should have sales experience, a strong understanding of consumer credit, and the ability to provide tailored financial advice. The position offers competitive hourly compensation between $20.67 - $31.25 and an inclusive corporate culture.

Qualifications

• High School Diploma or GED required; Bachelor's preferred.
• Minimum 1 year experience in customer relationships and sales.
• Strong foundation in consumer credit and sales techniques.

Responsibilities

• Engage clients in financial wellness discussions.
• Open consumer and business accounts.
• Ensure compliance with operational policies.

Skills

Client Relationship Management

Sales Techniques

Financial Wellness Advisory

Time Management

Communication Skills

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office Suite

Digital Banking Platforms

Job description

A prominent financial institution is seeking a Personal Banker in Pound Ridge, NY. The role involves engaging clients in discussions about their financial needs, supporting account openings, and ensuring compliance with banking policies. Candidates should have sales experience, a strong understanding of consumer credit, and the ability to provide tailored financial advice. The position offers competitive hourly compensation between $20.67 - $31.25 and an inclusive corporate culture.