Financial Wellness Advisor

KeyBank; Ambler (Montgomery County); On-site; USD 29,000 - 44,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Ambler, PA to engage clients in conversations, uncover financial needs, and provide tailored guidance and solutions. You will promote financial wellness, market products, and expand relationships with both new and existing clients.

The role emphasizes a client-first mindset, sales drive, and strong teamwork. It requires effective communication, confidence, and adherence to risk and compliance policies, with occasional Saturday work as directed.

Qualifications

• Minimum 1 year of experience in developing customer relationships and achieving sales goals.
• Knowledge of consumer credit concepts (loan-to-value, debt-to-income, credit reports).
• Foundational sales and service techniques including tele-consulting, outside calling, prospecting, and networking.

Responsibilities

• Engage clients to identify financial wellness needs and provide tailored recommendations.
• Open personal and business accounts and advise on deposit products and lending options.
• Build partnerships with branch teammates and partners to attract and deepen client relationships.
• Ensure compliance with operational, risk, security, and audit procedures.

Skills

Client relationship building

Sales experience

Communication

Time management

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Digital platforms

Job description

KeyBank is seeking a Personal Banker in Ambler, PA to engage clients in conversations, uncover financial needs, and provide tailored guidance and solutions. You will promote financial wellness, market products, and expand relationships with both new and existing clients.

The role emphasizes a client-first mindset, sales drive, and strong teamwork. It requires effective communication, confidence, and adherence to risk and compliance policies, with occasional Saturday work as directed.