Financial Wellness Advisor

KeyCorp; Enumclaw (WA); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Enumclaw, WA to engage clients, uncover financial needs, and guide them toward suitable banking solutions. You will build relationships with both new and existing clients, work with branch partners, and support daily operations including teller-level tasks.

The role emphasizes client-first service, proactive outreach, and a collaborative, sales-driven mindset to help clients achieve financial wellness and grow KeyBank's client base in the local market.

Qualifications

• Education: High School Diploma or GED (required) or Bachelor's degree preferred.
• Experience: 1+ years developing customer relationships and achieving sales goals; tele-consulting and prospecting experience a plus.
• Strong sales and service techniques with clients, including walkthroughs of digital banking platforms.

Responsibilities

• Open personal and business accounts and expand client relationships.
• Develop partnerships with branch teammates and other lines of business to drive client acquisition.
• Ensure compliance with policies and risk controls; handle client interactions professionally at all times.
• Assist with Teller transactions as needed and participate in morning huddles and debriefs.

Skills

Client relationships

Sales experience

Cross-selling

Education

High School Diploma

Job description

KeyBank is seeking a Personal Banker in Enumclaw, WA to engage clients, uncover financial needs, and guide them toward suitable banking solutions. You will build relationships with both new and existing clients, work with branch partners, and support daily operations including teller-level tasks.

The role emphasizes client-first service, proactive outreach, and a collaborative, sales-driven mindset to help clients achieve financial wellness and grow KeyBank's client base in the local market.