Client-Focused Personal Banker & Advisor

KeyBank; Oak Grove (AL); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for their financial wellness. You will build relationships, welcome new accounts, and collaborate with partners across the branch to drive growth.

As part of the team, you’ll stay compliant with policies, support daily operations, and participate in morning huddles. Strong communication and a client-first mindset are essential.

Qualifications

• Minimum 1 year of experience in developing customer relationships and sales.
• Understanding of consumer credit concepts (loan-to-value, debt-to-income).
• Foundational knowledge of sales and service techniques with clients.
• Experience interacting with small business clients is a plus.

Responsibilities

• Open personal and small business accounts and related products.
• Develop partnerships with branch teammates and partners to acquire and deepen relationships.
• Ensure compliance with procedures and documentation of client interactions.

Skills

Client relationships

Sales experience

Credit knowledge

Digital banking

MS Office

Communication

Time management

Banking operations

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

Excel

Word

PowerPoint

Job description

KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for their financial wellness. You will build relationships, welcome new accounts, and collaborate with partners across the branch to drive growth.

As part of the team, you’ll stay compliant with policies, support daily operations, and participate in morning huddles. Strong communication and a client-first mindset are essential.