Client-Focused Financial Wellness Advisor

KeyBank; Eugene (OR); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Eugene to engage clients, uncover financial needs, and provide tailored guidance for personal and small business banking. You will work with existing clients to deepen relationships and attract new customers, supported by a branch team and internal partners.

The role emphasizes a client-first, sales-driven mindset, with emphasis on communication, reliability, and adherence to procedures.

Qualifications

• Education: HS diploma or GED; Bachelor's degree preferred.
• Experience in developing client relationships and sales.
• Knowledge of consumer credit fundamentals.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Open personal and business accounts and assist with transactions.
• Develop partnerships with branch teammates and partners to grow relationships.
• Ensure compliance with policies and proper documentation of interactions.

Skills

Client relations

Sales oriented

Communication skills

Time management

Notary license (preferred)

Education

High School Diploma or GED

Bachelor's Degree preferred

Tools

MS Windows

Office (Word, Excel)

Job description

KeyBank is seeking a Personal Banker in Eugene to engage clients, uncover financial needs, and provide tailored guidance for personal and small business banking. You will work with existing clients to deepen relationships and attract new customers, supported by a branch team and internal partners.

The role emphasizes a client-first, sales-driven mindset, with emphasis on communication, reliability, and adherence to procedures.