Financial Wellness Advisor

KeyBank; Central Point (OR); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank in Central Point, Oregon is seeking a Personal Banker to support clients in their financial wellness journey. You will engage with clients, provide tailored solutions, and build long-lasting relationships.

The ideal candidate has a strong sales background and a passion for helping clients meet their financial goals. Flexibility to work Saturdays and a focus on client service are essential in this role.

Qualifications

• Minimum of 1 year experience in customer relationship and achieving sales goals.
• Understanding of consumer credit and loan calculations.

Responsibilities

• Engage clients and provide customized financial wellness recommendations.
• Open personal and business accounts, ensuring compliance with operational procedures.
• Support branch operations, assisting with client transactions.

Skills

Sales goals attainment

Client relationship building

Time management

Verbal communication

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Microsoft Office (Word, Excel)

Job description

KeyBank in Central Point, Oregon is seeking a Personal Banker to support clients in their financial wellness journey. You will engage with clients, provide tailored solutions, and build long-lasting relationships.

The ideal candidate has a strong sales background and a passion for helping clients meet their financial goals. Flexibility to work Saturdays and a focus on client service are essential in this role.