Client-Focused Financial Advisor — Personal Banker

KeyBank; Trexlertown (PA); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Trexlertown, PA is seeking a Personal Banker to engage clients, uncover needs, and provide guidance for financial wellness both in person and by calling. You will attract new clients and deepen existing relationships to meet branch goals. A client-first, sales-driven mindset with teamwork and integrity is essential.

Strong communication and digital platform knowledge help educate clients on online banking and products. Retail branch duties and occasional Saturday work are included.

Qualifications

• Minimum 1 year of experience developing current and new client relationships and meeting sales goals.
• Understanding of consumer credit, loan-to-value and credit reports.
• Foundational knowledge of sales and service techniques with clients.
• Comfortable interacting with small business clients and asking fact-finding questions.
• Experience influencing partners and centers of influence.

Responsibilities

• Engage clients to uncover financial needs and provide guidance for wellness.
• Open accounts and deepen client relationships through proactive conversations.
• Meet activity, behavior and outcome goals consistently.
• Support branch operations and assist with Teller transactions as needed.
• Collaborate with investment services, mortgage and business banking teams.

Skills

Client relationships

Sales experience

Communication skills

Digital literacy

Teamwork

Problem solving

Education

High School Diploma, GED or equivalent business experience

Bachelor's Degree (preferred)

Job description

KeyBank in Trexlertown, PA is seeking a Personal Banker to engage clients, uncover needs, and provide guidance for financial wellness both in person and by calling. You will attract new clients and deepen existing relationships to meet branch goals. A client-first, sales-driven mindset with teamwork and integrity is essential.

Strong communication and digital platform knowledge help educate clients on online banking and products. Retail branch duties and occasional Saturday work are included.