Client-First Financial Wellness Banker

KeyBank

Aurora (CO)

On-site

USD 28,000 - 43,000

Full time

4 days ago
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Job summary

KeyBank is seeking a Personal Banker in Centennial, CO. You will engage clients in conversations to uncover needs and provide guidance and solutions for their financial wellness, both in person and through proactive calling.

The role emphasizes a client-first, sales-driven mindset, collaborating with branch teammates to attract new clients and deepen relationships with existing clients, while maintaining compliance and excellent service.

Qualifications

  • High school diploma, GED or equivalent business experience required; Bachelor's degree preferred.
  • Experience in developing client relationships and achieving sales goals is essential.
  • Strong understanding of consumer credit concepts and financial products is helpful.
  • Proven ability to build trust and guide clients to appropriate banking solutions within a branch setting.

Responsibilities

  • Open personal and business accounts and assist with teller transactions as needed.
  • Develop partnerships with branch teammates and business partners to attract and deepen client relationships.
  • Maintain compliance with policies and documentation of client interactions.
  • Support branch operations and participate in morning huddles; occasional Saturday work.

Skills

Sales experience
Relationship building
Customer service
Communication skills
Digital literacy

Education

High School Diploma, GED or equivalent business experience
Bachelor's Degree

Tools

MS Windows
Microsoft Office (Word, Excel)
Excel
Digital platforms

Job description

KeyBank is seeking a Personal Banker in Centennial, CO. You will engage clients in conversations to uncover needs and provide guidance and solutions for their financial wellness, both in person and through proactive calling.

The role emphasizes a client-first, sales-driven mindset, collaborating with branch teammates to attract new clients and deepen relationships with existing clients, while maintaining compliance and excellent service.

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