Client Growth Banker: Financial Wellness Advisor

KeyBank; Kettering (OH); On-site; USD 28,000 - 43,000; Full time

Benefits offered by this job

Competitive base hourly rate

Incentive compensation

Job summary

KeyBank in Ohio is seeking a Personal Banker to engage clients, uncover financial wellness needs and provide guidance both in person and by phone. You will open personal and business accounts, build relationships, and ensure compliance with policies to support client success.

This role emphasizes sales goals, customer service, and digital banking education. Join a team focused on helping clients achieve their financial wellness goals while delivering strong service and collaboration with branch

Qualifications

• 1+ years in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Understanding of consumer credit - including loan to value, debt to income and credit reports.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.

Responsibilities

• Engage clients to uncover financial wellness needs and provide guidance.
• Open personal and business accounts and deposit products.
• Build partnerships with branch teammates and centers of influence.
• Ensure compliance with policies and documentation of client interactions.
• Support branch operations and assist Teller line as needed.

Skills

Client experience

Sales goals

Relationship building

Communication

Cash handling

Digital banking

Education

High School Diploma, GED or equivalent business experience

Bachelor’s Degree (preferred)

Notary license (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank in Ohio is seeking a Personal Banker to engage clients, uncover financial wellness needs and provide guidance both in person and by phone. You will open personal and business accounts, build relationships, and ensure compliance with policies to support client success.

This role emphasizes sales goals, customer service, and digital banking education. Join a team focused on helping clients achieve their financial wellness goals while delivering strong service and collaboration with branch