Client-Focused Financial Advisor

KeyBank; Monongahela (PA); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients in deeper conversations, uncover financial needs, and provide guidance and solutions for clients' financial wellness in Monongahela, PA. You will help attract new clients and deepen relationships with existing ones while delivering strong customer service and sales execution.

The role emphasizes a client-first approach, collaboration with branch teammates, and proactive outreach to support community financial wellness.

Qualifications

• Minimum 1 year experience in developing current and new customer relationships.
• Understanding of consumer credit and ability to discuss financial wellness.
• Experience with referrals and centers of influence.
• Comfortable with PCs and digital platforms.
• Notary license preferred.

Responsibilities

• Engage clients in deeper conversations to uncover needs and provide guidance.
• Open personal and business accounts and develop relationships with clients.
• Meet activity, behavior, and sales goals with internal partners.
• Ensure compliance with policies and documentation of client interactions.
• Support branch operations and assist with Teller transactions as needed.

Skills

Relationship building

Sales goals

Customer service

Prospecting

Digital banking

Education

High School Diploma / GED

Bachelor's Degree

Job description

KeyBank is seeking a Personal Banker to engage clients in deeper conversations, uncover financial needs, and provide guidance and solutions for clients' financial wellness in Monongahela, PA. You will help attract new clients and deepen relationships with existing ones while delivering strong customer service and sales execution.

The role emphasizes a client-first approach, collaboration with branch teammates, and proactive outreach to support community financial wellness.