Financial Wellness Advisor

KeyBank; Exton (PA); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank is seeking a Personal Banker in Exton, Pennsylvania. This role involves engaging clients to improve their financial wellness through personalized banking solutions. You will be responsible for establishing new client relationships, managing accounts, and meeting sales goals.

Ideal candidates should possess strong sales skills, a high school diploma, and preferably a bachelor's degree. Experience in customer interaction and financial services is highly valued. KeyBank offers competitive pay and benefits.

Qualifications

• 1+ year of experience in developing customer relationships.
• Understanding of consumer credit metrics and reports.
• Experience with sales techniques and service interactions.

Responsibilities

• Engage with clients to identify financial wellness needs.
• Open personal and business accounts.
• Ensure compliance with banking policies and procedures.

Skills

Sales and referral achievement

Client relationship building

Effective communication

Time management

Financial analysis

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office Suite

Digital technology platforms

Job description

KeyBank is seeking a Personal Banker in Exton, Pennsylvania. This role involves engaging clients to improve their financial wellness through personalized banking solutions. You will be responsible for establishing new client relationships, managing accounts, and meeting sales goals.

Ideal candidates should possess strong sales skills, a high school diploma, and preferably a bachelor's degree. Experience in customer interaction and financial services is highly valued. KeyBank offers competitive pay and benefits.