Financial Wellness Advisor

KeyBank; Cincinnati (OH); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank in Cincinnati is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial guidance. You will open and manage personal and small business accounts, build referrals, and partner with branch teams to deepen client relationships.

The role emphasizes a client-first, sales-driven mindset with strong communication and teamwork, including assisting with teller transactions and contributing to daily branch activities.

Qualifications

• 1+ years experience in developing customer relationships and meeting sales goals.
• Understanding of consumer credit, loan-to-value, and credit reports.
• Foundational knowledge of sales, tele-consulting, and networking with clients.

Responsibilities

• Engage clients to uncover needs and provide guidance for financial wellness.
• Open personal and small business accounts and deepen relationships.
• Comply with risk, security, and audit procedures; document client interactions.
• Support branch operations and participate in morning huddles and end-of-day debriefs.

Skills

Relationship building

Sales mindset

Communication

Financial wellness guidance

Time management

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank in Cincinnati is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial guidance. You will open and manage personal and small business accounts, build referrals, and partner with branch teams to deepen client relationships.

The role emphasizes a client-first, sales-driven mindset with strong communication and teamwork, including assisting with teller transactions and contributing to daily branch activities.