Client-Focused Banking Advisor | Grow Relationships

KeyBank; Glastonbury (CT); In loco; USD 28.000 - 43.000; Tempo pieno

Descrizione del lavoro

KeyBank is seeking a Personal Banker in Glastonbury, CT, to engage clients in meaningful conversations, uncover financial needs, and guide them toward suitable solutions. You will open accounts, build trusted relationships, and partner with colleagues to expand client portfolios.

Daily activities include advising on financial wellness, cross-selling products, and ensuring compliant practices while delivering excellent service in person and by phone.

Competenze

• High school diploma or GED or equivalent business experience.
• Bachelor’s degree preferred.
• Experience in sales and building client relationships is important.
• Strong knowledge of banking operations and financial products.

Mansioni

• Engage clients to uncover needs and provide guidance on financial wellness opportunities.
• Open consumer and business accounts and assist with deposits and related services.
• Develop partnerships with branch teammates to attract and deepen client relationships.
• Ensure compliance with policies and document client interactions accurately.

Conoscenze

Client relationships

Sales experience

Communication skills

Financial wellness guidance

Time management

Formazione

High School or equivalent

Bachelor’s degree preferred

Strumenti

MS Windows

MS Office (Word, Excel)

Descrizione del lavoro

KeyBank is seeking a Personal Banker in Glastonbury, CT, to engage clients in meaningful conversations, uncover financial needs, and guide them toward suitable solutions. You will open accounts, build trusted relationships, and partner with colleagues to expand client portfolios.

Daily activities include advising on financial wellness, cross-selling products, and ensuring compliant practices while delivering excellent service in person and by phone.